United Wealth Management LLC Takes Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

United Wealth Management LLC acquired a new stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 96,271 shares of the company’s stock, valued at approximately $4,599,000. Dimensional National Municipal Bond ETF makes up 1.5% of United Wealth Management LLC’s holdings, making the stock its 13th biggest holding. United Wealth Management LLC owned 0.37% of Dimensional National Municipal Bond ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DFNM. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in shares of Dimensional National Municipal Bond ETF by 5,195.7% in 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 valued at $188,387,000 after buying an additional 3,869,164 shares in the last quarter. Strathmore Capital Advisors Inc. purchased a new stake in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth approximately $17,561,000. Yardley Wealth Management LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF during the third quarter worth approximately $12,247,000. Life Planning Partners Inc purchased a new stake in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth approximately $11,866,000. Finally, Vested Financial Planning LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth approximately $8,924,000.

Dimensional National Municipal Bond ETF Trading Down 0.1 %

Shares of DFNM opened at $47.81 on Friday. Dimensional National Municipal Bond ETF has a one year low of $47.40 and a one year high of $48.67. The stock has a 50 day moving average price of $47.93 and a 200 day moving average price of $48.09.

Dimensional National Municipal Bond ETF Company 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.