Dimensional National Municipal Bond ETF $DFNM Shares Purchased by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors grew its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 205,326 shares of the company’s stock after buying an additional 27,089 shares during the period. Dimensional National Municipal Bond ETF makes up 3.2% of Vestia Personal Wealth Advisors’ investment portfolio, making the stock its 10th largest holding. Vestia Personal Wealth Advisors’ holdings in Dimensional National Municipal Bond ETF were worth $9,451,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFNM. Navigoe LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 5.6% in the 1st quarter. Navigoe LLC now owns 4,309 shares of the company’s stock valued at $206,000 after acquiring an additional 227 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. bought a new position in Dimensional National Municipal Bond ETF during the second quarter worth $229,000. Apollon Financial LLC acquired a new stake in Dimensional National Municipal Bond ETF in the first quarter worth $246,000. Quantinno Capital Management LP bought a new stake in Dimensional National Municipal Bond ETF in the first quarter valued at $246,000. Finally, Arkadios Wealth Advisors bought a new stake in Dimensional National Municipal Bond ETF in the first quarter valued at $250,000.

Dimensional National Municipal Bond ETF Price Performance

DFNM stock opened at $46.71 on Tuesday. The company’s 50-day moving average is $46.91 and its 200-day moving average is $47.71. Dimensional National Municipal Bond ETF has a 1 year low of $45.70 and a 1 year high of $48.87.

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.