Confluence Investment Management »

Dimensional Etf Trust National Municip shares owned by Confluence Investment Management

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

Historical chart of Confluence Investment Management 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 Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust National Municip by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 186k 48.54
2024-06-30 $11M 230k 47.77
2024-03-31 $11M 230k 48.09
2023-12-31 $11M 231k 48.51
2023-09-30 $11M 233k 46.47
2023-06-30 $11M 234k 47.63
2023-03-31 $12M 240k 48.32
2022-12-31 $11M 237k 47.81

More positions owned by Confluence Investment Management

Progressive Corporation (PGR)
Lockheed Martin Corporation (LMT)
Diageo (DEO)
Chubb (CB)
Linde (LIN)
Snap-on Incorporated (SNA)
Pepsi (PEP)
Southern Company (SO)
Paychex (PAYX)
Home Depot (HD)
Analog Devices (ADI)
Wec Energy Group (WEC)
Fnf (FNF)
Clorox Company (CLX)
Colgate-Palmolive Company (CL)

View all positions for Confluence Investment Management

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