Integrity Wealth Solutions LLC Lowers Holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Integrity Wealth Solutions LLC reduced its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 4.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 42,086 shares of the company’s stock after selling 1,767 shares during the quarter. Dimensional National Municipal Bond ETF accounts for 1.3% of Integrity Wealth Solutions LLC’s holdings, making the stock its 28th largest position. Integrity Wealth Solutions LLC owned approximately 0.23% of Dimensional National Municipal Bond ETF worth $2,024,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Breakwater Capital Group lifted its stake in shares of Dimensional National Municipal Bond ETF by 8.0% in the 1st quarter. Breakwater Capital Group now owns 5,386 shares of the company’s stock valued at $259,000 after purchasing an additional 400 shares during the period. White Wing Wealth Management lifted its stake in shares of Dimensional National Municipal Bond ETF by 33.1% in the 1st quarter. White Wing Wealth Management now owns 23,054 shares of the company’s stock valued at $1,107,000 after purchasing an additional 5,729 shares during the period. Wealth Enhancement Advisory Services LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 371.2% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 472,530 shares of the company’s stock valued at $22,724,000 after purchasing an additional 372,239 shares during the period. Evanson Asset Management LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 42.6% in the 1st quarter. Evanson Asset Management LLC now owns 103,070 shares of the company’s stock valued at $4,957,000 after purchasing an additional 30,785 shares during the period. Finally, West Financial Advisors LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 0.9% in the 1st quarter. West Financial Advisors LLC now owns 167,996 shares of the company’s stock valued at $8,079,000 after purchasing an additional 1,441 shares during the period.

Dimensional National Municipal Bond ETF Trading Up 0.1 %

DFNM opened at $47.75 on Wednesday. The firm has a fifty day moving average price of $47.75 and a 200 day moving average price of $48.05. Dimensional National Municipal Bond ETF has a 1 year low of $46.10 and a 1 year high of $48.59.

Dimensional National Municipal Bond ETF Profile

The Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides exposure to intermediate-term, investment-grade municipal bonds that are exempt from federal income tax. DFNM was launched on Dec 15, 2021 and is managed by Dimensional.