DFNMDimensional National Municipal Bond ETF
DFNM Fund Description
DFNM is an actively managed ETF that provides exposure to intermediate-term, investment-grade municipal bonds that are exempt from federal income tax.
DFNM Factset Analytics Insight
DFNM actively manages a portfolio of investment-grade municipal bonds that are exempt from federal income tax. The AMT-free bonds could include revenue bonds, general obligation bonds, industrial development bonds, municipal lease obligations, commercial paper, variable rate demand obligations, and other instruments issued in the United States and its affiliates. The portfolio is expected to maintain the average duration close to the fund’s benchmark, the S&P Intermediate Term National AMT-Free Municipal Bond Index. The fund’s assets may be invested in industrial development bonds or finance projects, such as health care, housing, education, utilities, and transportation. The fund may also invest in futures contracts and options to hedge its interest rate exposure.
DFNM Summary Data
DFNM Portfolio Data
DFNM Index Data
DFNM Portfolio Management
DFNM Tax Exposures
DFNM Fund Structure
DFNM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFNM. DFNM is rated a N/A out of 5.
DFNM Sector/Industry Breakdown
DFNM Top 10 Holdings[View All]
DFNM Top 5 Countries
DFNM Top 5 Currencies
DFNM Performance Statistics
DFNM Holdings Statistics
DFNM Avg Life Maturity Distribution
DFNM OAS Breakdown
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.