Heritage Wealth Management Inc. CA Acquires 3,970 Shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Heritage Wealth Management Inc. CA boosted its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 18.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,833 shares of the company’s stock after buying an additional 3,970 shares during the period. Dimensional National Municipal Bond ETF makes up 0.9% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 27th biggest holding. Heritage Wealth Management Inc. CA owned approximately 0.10% of Dimensional National Municipal Bond ETF worth $1,234,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. J.W. Cole Advisors Inc. grew its position in shares of Dimensional National Municipal Bond ETF by 3.0% in the fourth quarter. J.W. Cole Advisors Inc. now owns 8,300 shares of the company’s stock valued at $396,000 after purchasing an additional 240 shares in the last quarter. Great Valley Advisor Group Inc. increased its position in shares of 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 valued at $1,520,000 after buying an additional 241 shares during the period. LJI Wealth Management LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 3.4% in the fourth quarter. LJI Wealth Management LLC now owns 9,131 shares of the company’s stock worth $436,000 after buying an additional 300 shares in the last quarter. Dynamic Advisor Solutions LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 2.6% in the fourth quarter. Dynamic Advisor Solutions LLC now owns 11,942 shares of the company’s stock valued at $570,000 after acquiring an additional 301 shares during the period. Finally, Sigma Planning Corp boosted its position in shares of Dimensional National Municipal Bond ETF by 6.9% in the fourth quarter. Sigma Planning Corp now owns 5,565 shares of the company’s stock valued at $266,000 after acquiring an additional 357 shares during the period.

Dimensional National Municipal Bond ETF Stock Down 0.1 %

Dimensional National Municipal Bond ETF stock opened at $47.79 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’s 50 day simple moving average is $47.94 and its 200 day simple moving average is $48.07.

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.