Root Financial Partners LLC Boosts Stock Position in Dimensional National Municipal Bond ETF $DFNM

Root Financial Partners LLC grew its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 503.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 44,552 shares of the company’s stock after purchasing an additional 37,175 shares during the period. Root Financial Partners LLC owned approximately 0.12% of Dimensional National Municipal Bond ETF worth $2,138,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. AWM Capital LLC boosted its position in Dimensional National Municipal Bond ETF by 38.4% in the third quarter. AWM Capital LLC now owns 653,511 shares of the company’s stock valued at $31,355,000 after buying an additional 181,214 shares during the last quarter. Glass Jacobson Investment Advisors llc lifted its stake in Dimensional National Municipal Bond ETF by 12.7% during the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 9,965 shares of the company’s stock valued at $478,000 after acquiring an additional 1,125 shares during the period. Resonant Capital Advisors LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 10.5% in the 3rd quarter. Resonant Capital Advisors LLC now owns 239,065 shares of the company’s stock valued at $11,470,000 after acquiring an additional 22,636 shares during the last quarter. Vested Financial Planning LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 4.2% in the 3rd quarter. Vested Financial Planning LLC now owns 193,524 shares of the company’s stock valued at $9,285,000 after acquiring an additional 7,756 shares during the last quarter. Finally, Sequoia Financial Advisors LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 4.6% in the third quarter. Sequoia Financial Advisors LLC now owns 817,821 shares of the company’s stock worth $39,239,000 after acquiring an additional 36,228 shares during the period.

Dimensional National Municipal Bond ETF Price Performance

Shares of Dimensional National Municipal Bond ETF stock opened at $48.51 on Tuesday. The firm has a fifty day moving average price of $48.24 and a 200 day moving average price of $47.93. Dimensional National Municipal Bond ETF has a 1 year low of $46.24 and a 1 year high of $48.54.

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.