Dimensional National Municipal Bond ETF $DFNM Stock Holdings Lifted by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors increased its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 8.9% during the fourth quarter, Holdings Channel reports. The fund owned 137,023 shares of the company’s stock after acquiring an additional 11,219 shares during the quarter. Dimensional National Municipal Bond ETF makes up 3.1% of Vestia Personal Wealth Advisors’ holdings, making the stock its 10th largest holding. Vestia Personal Wealth Advisors’ holdings in Dimensional National Municipal Bond ETF were worth $6,633,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Truepoint Inc. grew its position in Dimensional National Municipal Bond ETF by 8.4% during the 3rd quarter. Truepoint Inc. now owns 2,859,809 shares of the company’s stock worth $137,214,000 after purchasing an additional 221,963 shares in the last quarter. Focus Partners Wealth lifted its holdings in shares of Dimensional National Municipal Bond ETF by 22.9% in the third quarter. Focus Partners Wealth now owns 2,569,749 shares of the company’s stock valued at $123,294,000 after purchasing an additional 479,262 shares in the last quarter. Symmetry Partners LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter valued at $63,911,000. Beaird Harris Wealth Management LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 1.7% in the third quarter. Beaird Harris Wealth Management LLC now owns 836,330 shares of the company’s stock worth $40,127,000 after buying an additional 14,342 shares during the period. Finally, Focus Partners Advisor Solutions LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 19.6% in the third quarter. Focus Partners Advisor Solutions LLC now owns 830,728 shares of the company’s stock worth $39,861,000 after buying an additional 136,333 shares during the period.

Dimensional National Municipal Bond ETF Trading Up 0.2%

Shares of DFNM stock opened at $48.40 on Friday. Dimensional National Municipal Bond ETF has a 1-year low of $46.74 and a 1-year high of $48.87. The stock’s fifty day simple moving average is $48.40 and its 200-day simple moving average is $48.31.

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.