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Dimensional Etf Trust National Municip shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $802k 17k 46.03

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mrngstr Mega Cap (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mrngstr Val Etf (MGV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)

View all positions for Bernardo Wealth Planning

Top funds holding Dimensional Etf Trust National Municip

Colony
Truepoint
Apella Capital
Buckingham Strategic Partners
Foster Group
Symmetry Partner
Awm Capital
GeoWealth Management
Rather & Kittrell
Sequoia Financial Advisors
MBL Wealth
Pathstone Holdings
Beaird Harris Wealth Management
Commonwealth Equity Services
Graves-Light Private Wealth Management

View all funds holding Dimensional Etf Trust National Municip