Wheels Up Wealth Inc. Sells 10,662 Shares of Dimensional National Municipal Bond ETF $DFNM

Wheels Up Wealth Inc. lessened its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 32.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,234 shares of the company’s stock after selling 10,662 shares during the quarter. Dimensional National Municipal Bond ETF comprises approximately 0.9% of Wheels Up Wealth Inc.’s investment portfolio, making the stock its 15th largest holding. Wheels Up Wealth Inc.’s holdings in Dimensional National Municipal Bond ETF were worth $1,023,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Park Avenue Securities LLC acquired a new stake in Dimensional National Municipal Bond ETF during the 3rd quarter valued at approximately $2,662,000. Blume Capital Management Inc. purchased a new stake in shares of Dimensional National Municipal Bond ETF in the 3rd quarter valued at $1,044,000. Apollon Wealth Management LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter worth $2,335,000. Aurelius Family Office LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 2.7% in the third quarter. Aurelius Family Office LLC now owns 82,821 shares of the company’s stock worth $3,812,000 after acquiring an additional 2,158 shares during the period. Finally, Yardley Wealth Management LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 12.8% in the third quarter. Yardley Wealth Management LLC now owns 370,108 shares of the company’s stock worth $17,036,000 after acquiring an additional 41,923 shares during the period.

Dimensional National Municipal Bond ETF Price Performance

Shares of Dimensional National Municipal Bond ETF stock opened at $47.08 on Thursday. The firm has a fifty day moving average price of $46.80 and a 200 day moving average price of $47.89. Dimensional National Municipal Bond ETF has a 1 year low of $45.70 and a 1 year 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.