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Dimensional Etf Trust National Municip shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Dimensional Etf Trust National Municip

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust National Municip held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust National Municip by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $252k 5.2k 48.09
2023-06-30 $130k 130k 1.00

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Amplify Etf Tr High Income (YYY)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Ishares Tr Shrt Nat Mun Etf (SUB)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)

View all positions for LJI Wealth Management

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Foster Group
GeoWealth Management
Buckingham Asset Management
First Ascent Asset Management
Beaird Harris Wealth Management
Pathstone Holdings
MBL Wealth
Sequoia Financial Advisors
Commonwealth Equity Services
Rather & Kittrell
Austin Wealth Management
Wealth Enhancement Advisory Services
Graves-Light Private Wealth Management
RAM Investment Partners

View all funds holding Dimensional Etf Trust National Municip