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Dimensional Etf Trust National Municip shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 40k 48.09
2023-12-31 $1.5M 32k 48.51

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Foster Group
First Ascent Asset Management
Beaird Harris Wealth Management
Pathstone Holdings
Buckingham Asset Management
MBL Wealth
Sequoia Financial Advisors
Commonwealth Equity Services
Rather & Kittrell
Austin Wealth Management
Wealth Enhancement Advisory Services
Graves-Light Private Wealth Management
RAM Investment Partners
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip