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Dimensional Etf Trust National Municip shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.2M 192k 47.93

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Dimensional Etf Trust National Municip

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

View all funds holding Dimensional Etf Trust National Municip