Compass Financial Group Inc. Has $9.17 Million Stock Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Compass Financial Group Inc. grew its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 10.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 188,966 shares of the company’s stock after purchasing an additional 17,545 shares during the period. Dimensional National Municipal Bond ETF makes up approximately 5.2% of Compass Financial Group Inc.’s investment portfolio, making the stock its 6th largest holding. Compass Financial Group Inc. owned 1.01% of Dimensional National Municipal Bond ETF worth $9,167,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of DFNM. Annapolis Financial Services LLC lifted its stake in Dimensional National Municipal Bond ETF by 85.3% during the fourth quarter. Annapolis Financial Services LLC now owns 25,950 shares of the company’s stock valued at $1,259,000 after purchasing an additional 11,942 shares during the last quarter. KFG Wealth Management LLC acquired a new position in shares of Dimensional National Municipal Bond ETF in the 4th quarter worth $277,000. Resonant Capital Advisors LLC grew its holdings in shares of Dimensional National Municipal Bond ETF by 21.1% in the 4th quarter. Resonant Capital Advisors LLC now owns 178,573 shares of the company’s stock worth $8,663,000 after acquiring an additional 31,155 shares during the last quarter. Grunden Financial Advisory Inc. acquired a new stake in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth $513,000. Finally, DecisionPoint Financial LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF during the fourth quarter valued at $490,000.

Dimensional National Municipal Bond ETF Stock Up 0.1 %

Shares of NYSEARCA:DFNM traded up $0.05 during mid-day trading on Wednesday, hitting $47.73. The stock had a trading volume of 89,263 shares, compared to its average volume of 94,750. The company’s 50 day moving average is $48.09 and its 200-day moving average is $47.82. Dimensional National Municipal Bond ETF has a 12-month low of $46.10 and a 12-month high of $48.59.

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.