Asset Planning Corporation Has $12.18 Million Holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Asset Planning Corporation boosted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 4.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 254,957 shares of the company’s stock after purchasing an additional 11,956 shares during the quarter. Dimensional National Municipal Bond ETF comprises 7.6% of Asset Planning Corporation’s portfolio, making the stock its 3rd largest holding. Asset Planning Corporation owned approximately 0.98% of Dimensional National Municipal Bond ETF worth $12,179,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the stock. Pure Financial Advisors LLC boosted its position in Dimensional National Municipal Bond ETF by 1.1% during the third quarter. Pure Financial Advisors LLC now owns 19,337 shares of the company’s stock worth $939,000 after purchasing an additional 219 shares during the period. Great Valley Advisor Group Inc. boosted its position in Dimensional National Municipal Bond ETF by 0.8% during the third quarter. Great Valley Advisor Group Inc. now owns 31,311 shares of the company’s stock worth $1,520,000 after purchasing an additional 241 shares during the period. Landmark Wealth Management LLC boosted its position in Dimensional National Municipal Bond ETF by 0.5% during the third quarter. Landmark Wealth Management LLC now owns 46,324 shares of the company’s stock worth $2,249,000 after purchasing an additional 253 shares during the period. Dynamic Advisor Solutions LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 2.6% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 11,942 shares of the company’s stock worth $570,000 after buying an additional 301 shares during the last quarter. Finally, RCS Financial Planning LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 5.0% during the third quarter. RCS Financial Planning LLC now owns 8,651 shares of the company’s stock worth $420,000 after buying an additional 409 shares during the last quarter.

Dimensional National Municipal Bond ETF Trading Down 0.0 %

Shares of DFNM stock opened at $47.92 on Friday. Dimensional National Municipal Bond ETF has a 12 month low of $47.40 and a 12 month high of $48.67. The stock has a 50 day moving average of $47.94 and a 200-day moving average of $48.13.

About Dimensional National Municipal Bond ETF

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.