Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) Shares Acquired by Beta Wealth Group Inc.

Beta Wealth Group Inc. increased its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 5.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,589 shares of the company’s stock after buying an additional 493 shares during the period. Beta Wealth Group Inc.’s holdings in Dimensional National Municipal Bond ETF were worth $458,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors boosted its stake in Dimensional National Municipal Bond ETF by 5,195.7% during the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 3,943,633 shares of the company’s stock worth $188,387,000 after buying an additional 3,869,164 shares during the last quarter. Truepoint Inc. increased its position in Dimensional National Municipal Bond ETF by 0.8% in the 3rd quarter. Truepoint Inc. now owns 2,611,150 shares of the company’s stock valued at $126,745,000 after acquiring an additional 20,203 shares during the period. Beaird Harris Wealth Management LLC increased its position in Dimensional National Municipal Bond ETF by 0.7% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 853,154 shares of the company’s stock worth $41,412,000 after purchasing an additional 5,553 shares during the period. Rather & Kittrell Inc. boosted its holdings in Dimensional National Municipal Bond ETF by 8.9% during the third quarter. Rather & Kittrell Inc. now owns 632,168 shares of the company’s stock worth $30,685,000 after buying an additional 51,929 shares in the last quarter. Finally, Austin Wealth Management LLC grew its holdings in Dimensional National Municipal Bond ETF by 4.3% in the third quarter. Austin Wealth Management LLC now owns 588,429 shares of the company’s stock valued at $28,556,000 after purchasing an additional 24,192 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

NYSEARCA:DFNM opened at $48.00 on Tuesday. Dimensional National Municipal Bond ETF has a 1-year low of $47.40 and a 1-year high of $48.67. The firm has a 50 day simple moving average of $47.88 and a 200-day simple moving average of $48.13.

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.