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Dimensional Etf Trust National Municip shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $47M 958k 48.54
2024-06-30 $42M 885k 47.77
2024-03-31 $45B 932k 48089.97

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth 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