LJI Wealth Management LLC Has $432,000 Holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

LJI Wealth Management LLC grew its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 72.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,039 shares of the company’s stock after acquiring an additional 3,795 shares during the quarter. LJI Wealth Management LLC’s holdings in Dimensional National Municipal Bond ETF were worth $432,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in DFNM. Spinnaker Investment Group LLC increased its position in Dimensional National Municipal Bond ETF by 2.1% during the 2nd quarter. Spinnaker Investment Group LLC now owns 14,740 shares of the company’s stock worth $704,000 after purchasing an additional 309 shares in the last quarter. PrairieView Partners LLC increased its holdings in shares of Dimensional National Municipal Bond ETF by 2.0% during the first quarter. PrairieView Partners LLC now owns 17,399 shares of the company’s stock worth $837,000 after buying an additional 341 shares in the last quarter. Western Wealth Management LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 2.7% in the 2nd quarter. Western Wealth Management LLC now owns 13,337 shares of the company’s stock valued at $637,000 after acquiring an additional 347 shares during the last quarter. Investmark Advisory Group LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 1.8% during the 1st quarter. Investmark Advisory Group LLC now owns 21,519 shares of the company’s stock valued at $1,035,000 after acquiring an additional 375 shares in the last quarter. Finally, CPA Asset Management LLC grew its position in Dimensional National Municipal Bond ETF by 1.4% during the 2nd quarter. CPA Asset Management LLC now owns 27,234 shares of the company’s stock worth $1,301,000 after acquiring an additional 376 shares during the last quarter.

Dimensional National Municipal Bond ETF Stock Down 0.1 %

Shares of DFNM opened at $48.37 on Thursday. Dimensional National Municipal Bond ETF has a 12-month low of $46.10 and a 12-month high of $48.59. The business has a 50-day simple moving average of $48.24 and a two-hundred day simple moving average of $48.00.

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.