43,089 Dimensional National Municipal Bond ETF $DFNM Shares Bought by Root Financial Partners LLC

Root Financial Partners LLC lifted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 40.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,351 shares of the company’s stock after acquiring an additional 43,089 shares during the period. Root Financial Partners LLC’s holdings in Dimensional National Municipal Bond ETF were worth $6,921,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Dopkins Wealth Management LLC grew its holdings in Dimensional National Municipal Bond ETF by 9.4% in the first quarter. Dopkins Wealth Management LLC now owns 239,917 shares of the company’s stock valued at $11,499,000 after purchasing an additional 20,573 shares during the period. Andrews Lucia Wealth Management LLC acquired a new stake in Dimensional National Municipal Bond ETF in the 2nd quarter valued at $521,000. Evanson Financial LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the second quarter worth about $1,694,000. 55 North Private Wealth LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 78.4% in the second quarter. 55 North Private Wealth LLC now owns 211,718 shares of the company’s stock valued at $10,233,000 after buying an additional 93,013 shares in the last quarter. Finally, Kestra Advisory Services LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 63.3% in the first quarter. Kestra Advisory Services LLC now owns 47,736 shares of the company’s stock valued at $2,288,000 after buying an additional 18,501 shares in the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.6%

Shares of NYSEARCA:DFNM opened at $46.93 on Friday. Dimensional National Municipal Bond ETF has a one year low of $45.70 and a one year high of $48.87. The business’s 50-day simple moving average is $46.84 and its 200 day simple moving average is $47.68.

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.