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Dimensional Etf Trust National Municip shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $458k 9.6k 47.77
2024-09-30 $442k 9.1k 48.54
2024-06-30 $426k 8.9k 47.77
2024-03-31 $409k 8.5k 48.09
2023-12-31 $367k 7.6k 48.51
2023-09-30 $362k 7.8k 46.47
2023-06-30 $393k 8.2k 47.63
2023-03-31 $396k 8.2k 48.31

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Blackstone Group Inc Com Cl A (BX)
Walt Disney Company (DIS)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
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Vanguard World Health Car Etf (VHT)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Beta Wealth

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Colony
Foster Group
GeoWealth Management
Beaird Harris Wealth Management
Pathstone Holdings
MBL Wealth
Rather & Kittrell
Commonwealth Equity Services
Austin Wealth Management
Sequoia Financial Advisors
Apella Capital
Wealth Enhancement Advisory Services
Awm Capital
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip