Envision Financial Planning »

Dimensional Etf Trust National Municip shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning 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 Envision Financial Planning 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 Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 6.0k 48.54
2024-06-30 $281k 5.9k 47.77
2024-03-31 $282k 5.9k 48.09
2023-12-31 $257k 5.3k 48.51
2023-09-30 $462k 10k 46.47

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)

View all positions for Envision Financial Planning

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