Graves-Light Private Wealth Management »

Dimensional Etf Trust National Municip shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth 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 Graves-Light Private Wealth 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 400k 48.51
2023-09-30 $18M 393k 46.29
2023-06-30 $9.0M 189k 47.63
2023-03-31 $9.0M 186k 48.32
2022-12-31 $7.3M 154k 47.81

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

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