SwitchPoint Financial Planning LLC cut its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 10.9% in the 2nd quarter, Holdings Channel reports. The fund owned 34,125 shares of the company’s stock after selling 4,195 shares during the period. Dimensional National Municipal Bond ETF accounts for about 1.3% of SwitchPoint Financial Planning LLC’s investment portfolio, making the stock its 21st biggest position. SwitchPoint Financial Planning LLC’s holdings in Dimensional National Municipal Bond ETF were worth $1,619,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Porter White Investment Advisors Inc. lifted its position in shares of Dimensional National Municipal Bond ETF by 57.8% during the second quarter. Porter White Investment Advisors Inc. now owns 156,384 shares of the company’s stock worth $7,417,000 after purchasing an additional 57,303 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of Dimensional National Municipal Bond ETF by 0.8% during the first quarter. Envestnet Asset Management Inc. now owns 117,388 shares of the company’s stock worth $5,584,000 after purchasing an additional 953 shares during the last quarter. Sterling Wealth Advisors Inc lifted its position in shares of Dimensional National Municipal Bond ETF by 3.2% during the second quarter. Sterling Wealth Advisors Inc now owns 18,086 shares of the company’s stock worth $858,000 after purchasing an additional 564 shares during the last quarter. XY Planning Network Inc. lifted its position in shares of Dimensional National Municipal Bond ETF by 74.5% during the second quarter. XY Planning Network Inc. now owns 17,674 shares of the company’s stock worth $838,000 after purchasing an additional 7,544 shares during the last quarter. Finally, LPL Financial LLC lifted its position in shares of Dimensional National Municipal Bond ETF by 10.3% during the first quarter. LPL Financial LLC now owns 301,351 shares of the company’s stock worth $14,335,000 after purchasing an additional 28,017 shares during the last quarter.
Dimensional National Municipal Bond ETF Stock Up 0.0%
Shares of DFNM stock opened at $48.24 on Wednesday. Dimensional National Municipal Bond ETF has a one year low of $46.24 and a one year high of $48.49. The company’s 50-day simple moving average is $47.92 and its 200-day simple moving average is $47.51.
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.
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