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Dimensional Etf Trust National Municip shares owned by BWM Planning

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

Historical chart of BWM 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 BWM 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 BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 11k 47.98
2025-06-30 $240k 5.1k 47.43
2025-03-31 $326k 6.9k 47.57
2024-12-31 $353k 7.4k 47.77
2024-09-30 $324k 6.7k 48.54

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Colony
Foster Group
GeoWealth Management
Beaird Harris Wealth Management
Buckingham Strategic Partners
Sequoia Financial Advisors
Pathstone Holdings
Rather & Kittrell
MBL Wealth
Apella Capital
Awm Capital
HighTower Advisors
Commonwealth Equity Services
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip