Dimensional National Municipal Bond ETF $DFNM Shares Sold by Oak Wealth Advisors LLC

Oak Wealth Advisors LLC decreased its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 76.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,959 shares of the company’s stock after selling 16,052 shares during the period. Oak Wealth Advisors LLC’s holdings in Dimensional National Municipal Bond ETF were worth $238,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Foster Group Inc. raised its position in Dimensional National Municipal Bond ETF by 36.1% during the second quarter. Foster Group Inc. now owns 1,503,402 shares of the company’s stock worth $71,306,000 after acquiring an additional 399,029 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of Dimensional National Municipal Bond ETF by 5.0% in the second quarter. Sequoia Financial Advisors LLC now owns 781,593 shares of the company’s stock valued at $37,071,000 after purchasing an additional 36,904 shares during the period. MBL Wealth LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 2.0% during the third quarter. MBL Wealth LLC now owns 680,415 shares of the company’s stock worth $32,646,000 after purchasing an additional 13,302 shares in the last quarter. Apella Capital LLC raised its position in shares of Dimensional National Municipal Bond ETF by 7.4% during the 3rd quarter. Apella Capital LLC now owns 656,842 shares of the company’s stock worth $31,719,000 after purchasing an additional 45,450 shares during the last quarter. Finally, Commonwealth Equity Services LLC raised its position in shares of Dimensional National Municipal Bond ETF by 3.3% during the 3rd quarter. Commonwealth Equity Services LLC now owns 608,447 shares of the company’s stock worth $29,193,000 after purchasing an additional 19,232 shares during the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.1%

DFNM stock opened at $48.42 on Monday. Dimensional National Municipal Bond ETF has a 12-month low of $46.24 and a 12-month high of $48.42. The business’s 50-day moving average is $48.21 and its 200 day moving average is $47.88.

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.