Dimensional National Municipal Bond ETF $DFNM Stock Holdings Lowered by Integrity Wealth Solutions LLC

Integrity Wealth Solutions LLC lowered its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 25.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 19,366 shares of the company’s stock after selling 6,662 shares during the period. Integrity Wealth Solutions LLC’s holdings in Dimensional National Municipal Bond ETF were worth $919,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of DFNM. Envestnet Asset Management Inc. grew its position in shares of Dimensional National Municipal Bond ETF by 0.8% during the first quarter. Envestnet Asset Management Inc. now owns 117,388 shares of the company’s stock worth $5,584,000 after acquiring an additional 953 shares during the last quarter. Aurelius Family Office LLC grew its position in Dimensional National Municipal Bond ETF by 6.2% in the 1st quarter. Aurelius Family Office LLC now owns 63,846 shares of the company’s stock valued at $3,037,000 after buying an additional 3,744 shares in the last quarter. Heritage Wealth Management Inc. CA grew its position in Dimensional National Municipal Bond ETF by 7.9% in the 1st quarter. Heritage Wealth Management Inc. CA now owns 27,868 shares of the company’s stock valued at $1,326,000 after buying an additional 2,035 shares in the last quarter. Vestia Personal Wealth Advisors grew its position in Dimensional National Municipal Bond ETF by 4.7% in the 1st quarter. Vestia Personal Wealth Advisors now owns 121,413 shares of the company’s stock valued at $5,776,000 after buying an additional 5,422 shares in the last quarter. Finally, Austin Wealth Management LLC grew its position in Dimensional National Municipal Bond ETF by 6.8% in the 1st quarter. Austin Wealth Management LLC now owns 642,423 shares of the company’s stock valued at $30,220,000 after buying an additional 40,999 shares in the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.1%

Shares of DFNM opened at $48.24 on Wednesday. The firm has a 50-day moving average price of $48.01 and a 200 day moving average price of $47.56. Dimensional National Municipal Bond ETF has a 52-week low of $46.24 and a 52-week high of $48.49.

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.