Simplicity Wealth LLC Has $512,000 Holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Simplicity Wealth LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 46.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,709 shares of the company’s stock after acquiring an additional 3,391 shares during the quarter. Simplicity Wealth LLC’s holdings in Dimensional National Municipal Bond ETF were worth $512,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of DFNM. Baker Avenue Asset Management LP lifted its holdings in shares of Dimensional National Municipal Bond ETF by 25.7% during the 3rd quarter. Baker Avenue Asset Management LP now owns 42,268 shares of the company’s stock valued at $2,052,000 after buying an additional 8,653 shares during the last quarter. Northwest Wealth Management LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF during the 3rd quarter valued at about $415,000. Vestia Personal Wealth Advisors lifted its holdings in shares of Dimensional National Municipal Bond ETF by 19.1% during the 3rd quarter. Vestia Personal Wealth Advisors now owns 62,190 shares of the company’s stock valued at $3,019,000 after buying an additional 9,995 shares during the last quarter. Compass Financial Group Inc. lifted its holdings in shares of Dimensional National Municipal Bond ETF by 1.3% during the 3rd quarter. Compass Financial Group Inc. now owns 189,890 shares of the company’s stock valued at $9,217,000 after buying an additional 2,383 shares during the last quarter. Finally, Aptus Capital Advisors LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 3,613.8% during the 3rd quarter. Aptus Capital Advisors LLC now owns 22,357 shares of the company’s stock valued at $1,085,000 after buying an additional 21,755 shares during the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.1 %

Shares of Dimensional National Municipal Bond ETF stock opened at $48.09 on Tuesday. Dimensional National Municipal Bond ETF has a 52-week low of $47.40 and a 52-week high of $48.67. The stock has a 50-day simple moving average of $47.92 and a 200-day simple moving average of $48.10.

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.