Vestia Personal Wealth Advisors Has $5.54 Million Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Vestia Personal Wealth Advisors boosted its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 86.5% in the fourth quarter, HoldingsChannel reports. The firm owned 115,991 shares of the company’s stock after acquiring an additional 53,801 shares during the period. Dimensional National Municipal Bond ETF accounts for about 4.2% of Vestia Personal Wealth Advisors’ holdings, making the stock its 7th biggest position. Vestia Personal Wealth Advisors’ holdings in Dimensional National Municipal Bond ETF were worth $5,541,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. First Horizon Advisors Inc. bought a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter worth about $45,000. MilWealth Group LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter worth about $96,000. Dopkins Wealth Management LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter worth about $200,000. JDH Wealth Management LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter worth about $207,000. Finally, B.O.S.S. Retirement Advisors LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter worth about $219,000.

Dimensional National Municipal Bond ETF Trading Up 0.0 %

NYSEARCA:DFNM opened at $47.99 on Wednesday. Dimensional National Municipal Bond ETF has a 52-week low of $47.40 and a 52-week high of $48.67. The stock has a 50-day simple moving average of $47.94 and a 200 day simple moving average of $48.13.

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.