Dimensional National Municipal Bond ETF (DFNM)
ARCA ARCA Primary Summary
DFNM Chart
Dimensional National Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 215,251 | $10.29M | $10.38M | $89,230.07 | 0.87% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,841 | $88,239.13 | $88,745.4 | $506.27 | 0.57% |
 Chris Williams Applied Capital LLC | 25,021 | $1.2M | $1.21M | $6,880.77 | 0.57% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 80,292 | $3.84M | $3.87M | $31,529.24 | 0.82% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.2M | $57.68M | $58.01M | $330,500.97 | 0.57% |
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Dimensional National Municipal Bond ETF Profile
| ARCA Exchange | US Country |
Overview
The company specializes in the investment of fixed income securities, maintaining a commitment to investment grade quality assets. It operates with a focus on securities that offer maturity within a five-year timeframe from the date of settlement. In managing its portfolio, the company strives to adhere to a weighted average duration strategy that aims to balance risk and return, aligning closely with the benchmarks set by the ICE BofA 1-5 Year US Corporate & Government Index. This approach ensures a dynamic yet cautious investment strategy geared towards optimal performance within the defined parameters of investment grade fixed income securities.
Products and Services
- Investment Grade Fixed Income Securities
The company invests at least 80% of its portfolio’s net assets in fixed income securities that are considered to be of investment grade quality. This includes a diverse range of bonds and other debt instruments that are assessed by credit rating agencies to have a lower risk of default, providing a stable income stream to investors while safeguarding their capital.
- Maturity Focused Investments
Focus is placed on securities that are set to mature within five years from the date of settlement. This strategy aims to provide investors with a balance between the higher yield potential of longer-duration securities and the reduced risk associated with shorter-term investments, optimizing for both safety and performance over the medium term.
- Weighted Average Duration Strategy
The portfolio is managed with a goal to maintain a weighted average duration that is no more than one half year greater than, and not less than one year below, the portfolio’s benchmark, the ICE BofA 1-5 Year US Corporate & Government Index. This meticulous duration management strategy is designed to moderate interest rate risk while aligning closely with the benchmark’s average performance, emphasizing stability and predictable returns.
