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Dimensional Etf Trust National Municip shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 32k 47.98
2025-06-30 $1.3M 28k 47.43
2025-03-31 $517k 11k 47.57

More positions owned by Concord Wealth Partners

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Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

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