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

Vestia Personal Wealth Advisors increased its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 205,326 shares of the company’s stock after purchasing an additional 27,089 shares during the quarter. Dimensional National Municipal Bond ETF makes up about 3.2% of Vestia Personal Wealth Advisors’ portfolio, making the stock its 10th largest holding. Vestia Personal Wealth Advisors owned about 0.43% of Dimensional National Municipal Bond ETF worth $9,451,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. JDH Wealth Management LLC grew its holdings in Dimensional National Municipal Bond ETF by 160.0% during the 3rd quarter. JDH Wealth Management LLC now owns 43,818 shares of the company’s stock worth $2,017,000 after acquiring an additional 26,965 shares during the last quarter. AA Financial Advisors LLC bought a new position in shares of Dimensional National Municipal Bond ETF during the third quarter valued at $360,000. Robertson Stephens Wealth Management LLC bought a new position in shares of Dimensional National Municipal Bond ETF during the third quarter valued at $284,000. AWM Capital LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 55.5% during the third quarter. AWM Capital LLC now owns 1,127,167 shares of the company’s stock worth $51,884,000 after purchasing an additional 402,115 shares during the period. Finally, KFG Wealth Management LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 10.1% during the third quarter. KFG Wealth Management LLC now owns 6,025 shares of the company’s stock worth $277,000 after purchasing an additional 553 shares during the period.

Dimensional National Municipal Bond ETF Price Performance

Shares of Dimensional National Municipal Bond ETF stock opened at $46.71 on Tuesday. The company’s fifty day moving average is $46.91 and its 200 day moving average is $47.71. Dimensional National Municipal Bond ETF has a twelve month low of $45.70 and a twelve month high of $48.87.

About Dimensional National Municipal Bond ETF

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.