Vise Technologies Inc. Boosts Holdings in Dimensional National Municipal Bond ETF $DFNM

Vise Technologies Inc. lifted its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 345.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 40,051 shares of the company’s stock after purchasing an additional 31,059 shares during the period. Vise Technologies Inc. owned 0.10% of Dimensional National Municipal Bond ETF worth $1,929,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of DFNM. Allworth Financial LP lifted its position in Dimensional National Municipal Bond ETF by 32.2% during the 3rd quarter. Allworth Financial LP now owns 81,219 shares of the company’s stock valued at $3,897,000 after acquiring an additional 19,795 shares during the period. 25 LLC increased its stake in Dimensional National Municipal Bond ETF by 214.7% during the 4th quarter. 25 LLC now owns 202,601 shares of the company’s stock valued at $9,759,000 after purchasing an additional 138,229 shares in the last quarter. Aspiriant LLC increased its stake in Dimensional National Municipal Bond ETF by 9.0% during the 4th quarter. Aspiriant LLC now owns 400,076 shares of the company’s stock valued at $19,272,000 after purchasing an additional 33,027 shares in the last quarter. Vested Financial Planning LLC increased its stake in Dimensional National Municipal Bond ETF by 5.6% during the 4th quarter. Vested Financial Planning LLC now owns 204,324 shares of the company’s stock valued at $9,842,000 after purchasing an additional 10,800 shares in the last quarter. Finally, Warburton Capital Management LLC increased its stake in Dimensional National Municipal Bond ETF by 89.3% during the 4th quarter. Warburton Capital Management LLC now owns 43,055 shares of the company’s stock valued at $2,073,000 after purchasing an additional 20,314 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

NYSEARCA:DFNM opened at $48.30 on Monday. Dimensional National Municipal Bond ETF has a fifty-two week low of $47.15 and a fifty-two week high of $48.87. The firm has a 50-day simple moving average of $48.16 and a two-hundred day simple moving average of $48.31.

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.