MBL Wealth LLC Acquires 13,302 Shares of Dimensional National Municipal Bond ETF $DFNM

by · The Markets Daily

MBL Wealth LLC grew its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNMFree Report) by 2.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 680,415 shares of the company’s stock after purchasing an additional 13,302 shares during the period. Dimensional National Municipal Bond ETF makes up about 2.9% of MBL Wealth LLC’s portfolio, making the stock its 8th biggest holding. MBL Wealth LLC’s holdings in Dimensional National Municipal Bond ETF were worth $32,646,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. LJI Wealth Management LLC increased its position in Dimensional National Municipal Bond ETF by 2.4% during the 2nd quarter. LJI Wealth Management LLC now owns 9,043 shares of the company’s stock valued at $429,000 after buying an additional 212 shares in the last quarter. Truist Financial Corp increased its holdings in shares of Dimensional National Municipal Bond ETF by 0.5% during the second quarter. Truist Financial Corp now owns 50,665 shares of the company’s stock valued at $2,403,000 after acquiring an additional 227 shares in the last quarter. Glass Jacobson Investment Advisors llc raised its position in shares of Dimensional National Municipal Bond ETF by 3.5% in the 2nd quarter. Glass Jacobson Investment Advisors llc now owns 8,840 shares of the company’s stock valued at $419,000 after purchasing an additional 299 shares during the last quarter. Great Valley Advisor Group Inc. raised its position in shares of Dimensional National Municipal Bond ETF by 1.1% in the 2nd quarter. Great Valley Advisor Group Inc. now owns 33,685 shares of the company’s stock valued at $1,598,000 after purchasing an additional 376 shares during the last quarter. Finally, One Degree Advisors Inc boosted its stake in Dimensional National Municipal Bond ETF by 1.9% in the 2nd quarter. One Degree Advisors Inc now owns 22,814 shares of the company’s stock worth $1,082,000 after purchasing an additional 419 shares in the last quarter.

Dimensional National Municipal Bond ETF Price Performance

NYSEARCA:DFNM opened at $48.12 on Friday. Dimensional National Municipal Bond ETF has a twelve month low of $46.24 and a twelve month high of $48.35. The company’s 50 day moving average is $48.21 and its two-hundred day moving average is $47.80.

Dimensional National Municipal Bond ETF Profile

(Free Report)

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.

Further Reading

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