Wheelhouse Advisory Group LLC Purchases 41,416 Shares of Dimensional National Municipal Bond ETF $DFNM

Wheelhouse Advisory Group LLC increased its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 318,359 shares of the company’s stock after buying an additional 41,416 shares during the quarter. Dimensional National Municipal Bond ETF accounts for approximately 4.3% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 11th largest position. Wheelhouse Advisory Group LLC owned approximately 0.68% of Dimensional National Municipal Bond ETF worth $15,388,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Mosaic Family Wealth Partners LLC raised its holdings in Dimensional National Municipal Bond ETF by 1.9% in the 1st quarter. Mosaic Family Wealth Partners LLC now owns 11,173 shares of the company’s stock valued at $536,000 after buying an additional 210 shares during the last quarter. Verus Capital Partners LLC grew its holdings in Dimensional National Municipal Bond ETF by 2.2% during the 4th quarter. Verus Capital Partners LLC now owns 10,295 shares of the company’s stock worth $496,000 after acquiring an additional 221 shares during the last quarter. Financial Engines Advisors L.L.C. grew its holdings in Dimensional National Municipal Bond ETF by 0.5% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 48,400 shares of the company’s stock worth $2,331,000 after acquiring an additional 226 shares during the last quarter. Navigoe LLC increased its position in Dimensional National Municipal Bond ETF by 5.6% in the 1st quarter. Navigoe LLC now owns 4,309 shares of the company’s stock valued at $206,000 after acquiring an additional 227 shares during the period. Finally, Signature Resources Capital Management LLC increased its position in Dimensional National Municipal Bond ETF by 0.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 28,207 shares of the company’s stock valued at $1,352,000 after acquiring an additional 233 shares during the period.

Dimensional National Municipal Bond ETF Stock Down 0.1%

DFNM stock opened at $47.28 on Friday. The company has a fifty day moving average price of $47.87 and a 200-day moving average price of $48.14. Dimensional National Municipal Bond ETF has a 52-week low of $47.27 and a 52-week high of $48.87.

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.