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Dimensional Etf Trust National Municip shares owned by CPA Asset Management

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

Historical chart of CPA Asset 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 CPA Asset Management 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 CPA Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 27k 48.54
2024-06-30 $1.3M 27k 47.77
2024-03-31 $1.3M 27k 48.09
2023-12-31 $489k 10k 48.51
2023-09-30 $421k 9.1k 46.47
2023-06-30 $441k 9.3k 47.63
2023-03-31 $448k 9.3k 48.32
2022-12-31 $443k 9.3k 47.81

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Caterpillar (CAT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for CPA Asset 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