Jackson Thornton Wealth Management LLC Purchases 33,983 Shares of Dimensional National Municipal Bond ETF $DFNM

by · The Markets Daily

Jackson Thornton Wealth Management LLC boosted its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 133.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 59,431 shares of the company’s stock after purchasing an additional 33,983 shares during the quarter. Jackson Thornton Wealth Management LLC owned approximately 0.15% of Dimensional National Municipal Bond ETF worth $2,869,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Focus Partners Wealth grew its stake in shares of Dimensional National Municipal Bond ETF by 22.9% in the third quarter. Focus Partners Wealth now owns 2,569,749 shares of the company’s stock worth $123,294,000 after acquiring an additional 479,262 shares during the last quarter. Truepoint Inc. grew its stake in shares of Dimensional National Municipal Bond ETF by 8.4% in the third quarter. Truepoint Inc. now owns 2,859,809 shares of the company’s stock worth $137,214,000 after acquiring an additional 221,963 shares during the last quarter. AWM Capital LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 38.4% in the third quarter. AWM Capital LLC now owns 653,511 shares of the company’s stock worth $31,355,000 after acquiring an additional 181,214 shares during the last quarter. Guardian Wealth Management LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter worth $7,148,000. Finally, 25 LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 214.7% in the fourth quarter. 25 LLC now owns 202,601 shares of the company’s stock worth $9,759,000 after acquiring an additional 138,229 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

NYSEARCA DFNM opened at $48.28 on Friday. Dimensional National Municipal Bond ETF has a 12 month low of $46.29 and a 12 month high of $48.87. The stock’s fifty day moving average price is $48.44 and its 200-day moving average price is $48.29.

Dimensional National Municipal Bond ETF Company 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.

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