Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) is Core Wealth Management Inc.’s 7th Largest Position

Core Wealth Management Inc. reduced its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 76,136 shares of the company’s stock after selling 14,261 shares during the period. Dimensional National Municipal Bond ETF comprises approximately 1.8% of Core Wealth Management Inc.’s holdings, making the stock its 7th largest position. Core Wealth Management Inc. owned approximately 0.41% of Dimensional National Municipal Bond ETF worth $3,693,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. Glass Jacobson Investment Advisors llc bought a new stake in Dimensional National Municipal Bond ETF in the 3rd quarter worth approximately $25,000. GPS Wealth Strategies Group LLC bought a new stake in Dimensional National Municipal Bond ETF in the 4th quarter worth approximately $180,000. McIlrath & Eck LLC grew its position in Dimensional National Municipal Bond ETF by 1,135.4% in the 3rd quarter. McIlrath & Eck LLC now owns 4,645 shares of the company’s stock worth $216,000 after purchasing an additional 4,269 shares during the period. Breakwater Capital Group bought a new stake in Dimensional National Municipal Bond ETF in the 4th quarter worth approximately $240,000. Finally, Seaside Wealth Management Inc. bought a new stake in Dimensional National Municipal Bond ETF in the 4th quarter worth approximately $246,000.

Dimensional National Municipal Bond ETF Trading Down 0.0 %

NYSEARCA:DFNM traded down $0.01 during trading hours on Friday, reaching $47.65. The company had a trading volume of 95,202 shares, compared to its average volume of 94,541. Dimensional National Municipal Bond ETF has a 52 week low of $46.10 and a 52 week high of $48.59. The firm’s 50 day moving average price is $48.05 and its 200-day moving average price is $47.83.

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.