Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) is Asset Planning Corporation’s 3rd Largest Position

Asset Planning Corporation trimmed its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 0.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 243,001 shares of the company’s stock after selling 448 shares during the period. Dimensional National Municipal Bond ETF comprises about 7.7% of Asset Planning Corporation’s portfolio, making the stock its 3rd largest holding. Asset Planning Corporation’s holdings in Dimensional National Municipal Bond ETF were worth $11,795,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Aptus Capital Advisors LLC bought a new stake in Dimensional National Municipal Bond ETF during the 2nd quarter valued at $29,000. City State Bank purchased a new position in shares of Dimensional National Municipal Bond ETF in the second quarter valued at about $50,000. SJS Investment Consulting Inc. raised its stake in shares of Dimensional National Municipal Bond ETF by 245.4% during the second quarter. SJS Investment Consulting Inc. now owns 1,568 shares of the company’s stock valued at $75,000 after acquiring an additional 1,114 shares during the last quarter. B.O.S.S. Retirement Advisors LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF during the third quarter worth about $219,000. Finally, Choreo LLC purchased a new position in Dimensional National Municipal Bond ETF during the 2nd quarter valued at about $220,000.

Dimensional National Municipal Bond ETF Trading Down 0.2 %

NYSEARCA DFNM traded down $0.09 on Monday, hitting $48.26. The company’s stock had a trading volume of 30,419 shares, compared to its average volume of 86,821. Dimensional National Municipal Bond ETF has a 52-week low of $46.10 and a 52-week high of $48.67. The company’s 50-day simple moving average is $48.37 and its 200 day simple moving average is $48.04.

About Dimensional National Municipal Bond ETF

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.