Concurrent Investment Advisors LLC lowered its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 15.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 162,601 shares of the company’s stock after selling 29,556 shares during the period. Concurrent Investment Advisors LLC’s holdings in Dimensional National Municipal Bond ETF were worth $7,859,000 as of its most recent SEC filing.
Other hedge funds have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its stake in shares of Dimensional National Municipal Bond ETF by 292.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock worth $58,000 after purchasing an additional 911 shares in the last quarter. Blueline Advisors LLC bought a new stake in shares of Dimensional National Municipal Bond ETF during the fourth quarter valued at about $114,000. Advisory Services Network LLC bought a new stake in shares of Dimensional National Municipal Bond ETF during the third quarter valued at about $146,000. Operose Advisors LLC acquired a new stake in Dimensional National Municipal Bond ETF in the fourth quarter worth about $155,000. Finally, Raymond James Financial Inc. acquired a new stake in Dimensional National Municipal Bond ETF in the second quarter worth about $202,000.
Dimensional National Municipal Bond ETF Trading Down 0.1%
Shares of DFNM opened at $47.25 on Friday. The firm has a 50-day moving average price of $47.85 and a 200 day moving average price of $48.14. Dimensional National Municipal Bond ETF has a 52-week low of $47.25 and a 52-week high of $48.87.
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.
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