Kestra Advisory Services LLC Has $2.29 Million Holdings in Dimensional National Municipal Bond ETF $DFNM

Kestra Advisory Services LLC increased its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 63.3% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 47,736 shares of the company’s stock after purchasing an additional 18,501 shares during the period. Kestra Advisory Services LLC owned about 0.11% of Dimensional National Municipal Bond ETF worth $2,288,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFNM. Allworth Financial LP boosted its position in shares of Dimensional National Municipal Bond ETF by 32.2% in the third quarter. Allworth Financial LP now owns 81,219 shares of the company’s stock worth $3,897,000 after buying an additional 19,795 shares during the period. 25 LLC raised its position in Dimensional National Municipal Bond ETF by 214.7% during the fourth quarter. 25 LLC now owns 202,601 shares of the company’s stock valued at $9,759,000 after buying an additional 138,229 shares during the period. Vested Financial Planning LLC raised its position in Dimensional National Municipal Bond ETF by 5.6% during the fourth quarter. Vested Financial Planning LLC now owns 204,324 shares of the company’s stock valued at $9,842,000 after buying an additional 10,800 shares during the period. Aspiriant LLC raised its position in Dimensional National Municipal Bond ETF by 9.0% during the fourth quarter. Aspiriant LLC now owns 400,076 shares of the company’s stock valued at $19,272,000 after buying an additional 33,027 shares during the period. Finally, Warburton Capital Management LLC lifted its stake in Dimensional National Municipal Bond ETF by 89.3% in the 4th quarter. Warburton Capital Management LLC now owns 43,055 shares of the company’s stock worth $2,073,000 after acquiring an additional 20,314 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

Shares of NYSEARCA DFNM opened at $48.09 on Monday. Dimensional National Municipal Bond ETF has a one year low of $47.15 and a one year high of $48.87. The business has a 50-day moving average price of $48.21 and a two-hundred day moving average price of $48.33.

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.