GeoWealth Management »

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

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

Quarterly reported holdings in Dimensional Etf Trust National Municip by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $42M 865k 47.98
2025-06-30 $41M 862k 47.43
2025-03-31 $42M 879k 47.57
2024-12-31 $48M 1.0M 47.77
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)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Colony
Foster Group
GeoWealth Management
Beaird Harris Wealth Management
Buckingham Strategic Partners
Sequoia Financial Advisors
Pathstone Holdings
Rather & Kittrell
MBL Wealth
Apella Capital
Awm Capital
HighTower Advisors
Commonwealth Equity Services
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip