Dimensional National Municipal Bond ETF Price & Performance (DFNM)

Recent filings show both Envestnet Asset Management and JPMorgan Chase adjusted their holdings in the Dimensional National Municipal Bond ETF (DFNM) during Q4. While Envestnet increased its stake by 5.4%, JPMorgan trimmed its position by 6.1%. Other firms also made smaller portfolio changes, reflecting shifting sentiment in municipal bond exposure.12

The Dimensional National Municipal Bond ETF (DFNM) maintained a monthly dividend, with the latest ex-dividend date on April 22 and a yield of 2.90%. Over the past year, the fund’s dividend growth reached nearly 22%, underscoring its consistent income appeal for investors seeking regular payouts from municipal bonds.34

VanEck Defense ETF delivered a robust 48.7% return over the last year, outpacing its category average. However, concerns about the parent company’s stewardship and a recent SEC settlement led to a downgrade of its parent rating to 'Below Average,' raising questions about long-term oversight despite recent performance.5