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Dimensional Etf Trust National Municip shares owned by Compass Financial

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 190k 48.54
2024-06-30 $9.0M 188k 47.93
2024-03-31 $9.0M 188k 48.09
2023-12-31 $9.2M 189k 48.51
2023-09-30 $8.0M 171k 46.47
2023-06-30 $8.0M 168k 47.63
2023-03-31 $8.2M 170k 48.32
2022-12-31 $8.2M 172k 47.81

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Small-Cap ETF (VB)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Total Stock Market ETF (VTI)
Franklin Templeton Etf Tr ftse japan etf (FLJP)
Innovator Etfs Tr russell 2000 p (KOCT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Capital Group Core Plus Inco (CGCP)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Europe Pacific ETF (VEA)

View all positions for Compass Financial

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Colony
Buckingham Asset Management
Foster Group
GeoWealth Management
Beaird Harris Wealth Management
Pathstone Holdings
MBL Wealth
Rather & Kittrell
Commonwealth Equity Services
Austin Wealth Management
Sequoia Financial Advisors
Graves-Light Private Wealth Management
Wealth Enhancement Advisory Services
Apella Capital

View all funds holding Dimensional Etf Trust National Municip