Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) Shares Purchased by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors increased its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 86.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 115,991 shares of the company’s stock after purchasing an additional 53,801 shares during the quarter. Dimensional National Municipal Bond ETF makes up 4.2% of Vestia Personal Wealth Advisors’ investment portfolio, making the stock its 7th largest holding. Vestia Personal Wealth Advisors owned approximately 0.45% of Dimensional National Municipal Bond ETF worth $5,541,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in the business. First Horizon Advisors Inc. acquired a new stake in Dimensional National Municipal Bond ETF in the 3rd quarter valued at $45,000. MilWealth Group LLC acquired a new stake in Dimensional National Municipal Bond ETF in the 4th quarter valued at $96,000. Dopkins Wealth Management LLC acquired a new stake in Dimensional National Municipal Bond ETF in the 3rd quarter valued at $200,000. JDH Wealth Management LLC acquired a new stake in Dimensional National Municipal Bond ETF in the 4th quarter valued at $207,000. Finally, B.O.S.S. Retirement Advisors LLC acquired a new stake in Dimensional National Municipal Bond ETF in the 3rd quarter valued at $219,000.

Dimensional National Municipal Bond ETF Stock Up 0.0 %

Shares of DFNM stock opened at $47.99 on Wednesday. The stock’s fifty day simple moving average is $47.94 and its 200 day simple moving average is $48.13. Dimensional National Municipal Bond ETF has a one year low of $47.40 and a one year high of $48.67.

Dimensional National Municipal Bond ETF Company 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.