Great Oak Capital Partners LLC Purchases New Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Great Oak Capital Partners LLC acquired a new position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 9,368 shares of the company’s stock, valued at approximately $452,000. Dimensional National Municipal Bond ETF makes up about 0.2% of Great Oak Capital Partners LLC’s investment portfolio, making the stock its 28th biggest holding.

Several other hedge funds and other institutional investors also recently bought and sold shares of DFNM. Corient Private Wealth LLC grew its stake in Dimensional National Municipal Bond ETF by 2.6% in the fourth quarter. Corient Private Wealth LLC now owns 125,762 shares of the company’s stock worth $6,101,000 after purchasing an additional 3,161 shares in the last quarter. US Bancorp DE boosted its position in Dimensional National Municipal Bond ETF by 199.3% during the 4th quarter. US Bancorp DE now owns 65,372 shares of the company’s stock valued at $3,171,000 after acquiring an additional 43,533 shares in the last quarter. Avestar Capital LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 24.4% in the 4th quarter. Avestar Capital LLC now owns 14,154 shares of the company’s stock worth $687,000 after purchasing an additional 2,772 shares in the last quarter. American Investment Services Inc. boosted its position in shares of Dimensional National Municipal Bond ETF by 15.7% in the 4th quarter. American Investment Services Inc. now owns 75,169 shares of the company’s stock worth $3,646,000 after purchasing an additional 10,182 shares in the last quarter. Finally, Landmark Financial Advisors LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 83.0% in the 4th quarter. Landmark Financial Advisors LLC now owns 337,148 shares of the company’s stock worth $16,355,000 after purchasing an additional 152,952 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

Shares of DFNM stock opened at $48.41 on Friday. The business has a fifty day moving average of $48.25 and a 200 day moving average of $48.00. Dimensional National Municipal Bond ETF has a 1 year low of $46.10 and a 1 year high of $48.59.

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.