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Dimensional Etf Trust National Municip shares owned by Collective Family Office

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

Historical chart of Collective Family Office 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 Collective Family Office 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 Collective Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 190k 48.09
2023-12-31 $9.0M 185k 48.51
2023-09-30 $10M 217k 46.47
2023-06-30 $11M 233k 47.63
2023-03-31 $9.8M 203k 48.32
2022-12-31 $9.3M 195k 47.81
2022-09-30 $4.7M 101k 46.65
2022-06-30 $3.5M 74k 48.07
2022-03-31 $1.0M 22k 48.45

More positions owned by Collective Family Office

J P Morgan Exchange Traded F Municipal Etf (JMUB)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Collective Family Office

Top funds holding Dimensional Etf Trust National Municip

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

View all funds holding Dimensional Etf Trust National Municip