Hiley Hunt Wealth Management Increases Stock Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Hiley Hunt Wealth Management lifted its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 25.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,071 shares of the company’s stock after buying an additional 6,510 shares during the quarter. Dimensional National Municipal Bond ETF accounts for 0.9% of Hiley Hunt Wealth Management’s portfolio, making the stock its 18th biggest holding. Hiley Hunt Wealth Management owned 0.12% of Dimensional National Municipal Bond ETF worth $1,557,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in DFNM. Meredith Wealth Planning acquired a new stake in Dimensional National Municipal Bond ETF in the 2nd quarter valued at about $230,000. Spinnaker Investment Group LLC lifted its stake in Dimensional National Municipal Bond ETF by 2.1% in the 2nd quarter. Spinnaker Investment Group LLC now owns 14,740 shares of the company’s stock valued at $704,000 after buying an additional 309 shares in the last quarter. Heritage Wealth Management Inc. CA grew its holdings in Dimensional National Municipal Bond ETF by 2.1% during the 2nd quarter. Heritage Wealth Management Inc. CA now owns 20,329 shares of the company’s stock valued at $971,000 after buying an additional 427 shares during the last quarter. Patriot Financial Group Insurance Agency LLC grew its holdings in Dimensional National Municipal Bond ETF by 28.3% during the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 40,052 shares of the company’s stock valued at $1,913,000 after buying an additional 8,845 shares during the last quarter. Finally, Rather & Kittrell Inc. raised its holdings in shares of Dimensional National Municipal Bond ETF by 12.2% in the second quarter. Rather & Kittrell Inc. now owns 580,239 shares of the company’s stock worth $27,718,000 after acquiring an additional 63,216 shares during the last quarter.

Dimensional National Municipal Bond ETF Stock Down 0.2 %

Shares of NYSEARCA:DFNM traded down $0.09 on Tuesday, hitting $47.90. The company had a trading volume of 108,150 shares, compared to its average volume of 86,912. The business has a 50 day moving average of $48.16 and a 200 day 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 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.