Citrine Capital LLC Boosts Stake in Dimensional National Municipal Bond ETF $DFNM

Citrine Capital LLC lifted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 192,884 shares of the company’s stock after buying an additional 26,346 shares during the period. Dimensional National Municipal Bond ETF comprises approximately 4.0% of Citrine Capital LLC’s investment portfolio, making the stock its 6th biggest position. Citrine Capital LLC’s holdings in Dimensional National Municipal Bond ETF were worth $9,245,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Symmetry Partners LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF during the 4th quarter valued at $63,911,000. Focus Partners Wealth increased its holdings in Dimensional National Municipal Bond ETF by 42.5% in the 4th quarter. Focus Partners Wealth now owns 3,662,918 shares of the company’s stock worth $176,443,000 after purchasing an additional 1,093,169 shares in the last quarter. Apella Capital LLC raised its position in Dimensional National Municipal Bond ETF by 93.6% in the first quarter. Apella Capital LLC now owns 1,320,176 shares of the company’s stock valued at $63,897,000 after purchasing an additional 638,280 shares during the last quarter. Waterford Advisors LLC bought a new position in Dimensional National Municipal Bond ETF in the fourth quarter valued at about $23,838,000. Finally, Savant Capital LLC boosted its stake in shares of Dimensional National Municipal Bond ETF by 357.0% during the fourth quarter. Savant Capital LLC now owns 523,582 shares of the company’s stock valued at $25,221,000 after purchasing an additional 409,014 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

NYSEARCA:DFNM opened at $48.30 on Friday. The stock’s 50-day moving average is $48.23 and its 200-day moving average is $48.32. Dimensional National Municipal Bond ETF has a 1-year low of $47.15 and a 1-year high of $48.87.

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.