Collective Family Office LLC Has $7.90 Million Stock Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Collective Family Office LLC boosted its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 165,347 shares of the company’s stock after purchasing an additional 7,806 shares during the quarter. Dimensional National Municipal Bond ETF comprises 2.2% of Collective Family Office LLC’s investment portfolio, making the stock its 12th biggest position. Collective Family Office LLC’s holdings in Dimensional National Municipal Bond ETF were worth $7,899,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the company. Choreo LLC bought a new position in shares of Dimensional National Municipal Bond ETF in the 2nd quarter valued at $220,000. WPWealth LLP raised its position in Dimensional National Municipal Bond ETF by 106.2% in the second quarter. WPWealth LLP now owns 22,541 shares of the company’s stock valued at $1,077,000 after purchasing an additional 11,607 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of Dimensional National Municipal Bond ETF by 17.2% during the second quarter. Envestnet Asset Management Inc. now owns 100,954 shares of the company’s stock valued at $4,823,000 after purchasing an additional 14,844 shares in the last quarter. Glass Jacobson Investment Advisors llc grew its holdings in shares of Dimensional National Municipal Bond ETF by 8.4% during the second quarter. Glass Jacobson Investment Advisors llc now owns 7,395 shares of the company’s stock worth $353,000 after purchasing an additional 572 shares during the last quarter. Finally, LJI Wealth Management LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 72.4% in the second quarter. LJI Wealth Management LLC now owns 9,039 shares of the company’s stock valued at $432,000 after buying an additional 3,795 shares during the period.

Dimensional National Municipal Bond ETF Stock Down 0.2 %

NYSEARCA DFNM traded down $0.11 during trading hours on Wednesday, reaching $47.79. The company’s stock had a trading volume of 28,291 shares, compared to its average volume of 123,454. The firm has a fifty day simple moving average of $48.02 and a 200-day simple moving average of $48.14. Dimensional National Municipal Bond ETF has a 52 week low of $47.40 and a 52 week high of $48.67.

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.