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Dimensional Etf Trust National Municip shares owned by JP Wealth Management

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

Historical chart of JP 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 JP Wealth 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 JP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $813k 17k 48.17
2025-09-30 $809k 17k 47.98

More positions owned by JP Wealth Management

DFA U S Core Equity 2 Us Core Equity 2 (DFAC)
Nasdaq 100 Nasdaq 100 Etf (QQQM)
Boulder Growth & Income Fund (STEW)
TCW Strategic Income Fund (TSI)
Sprott Physical Gold Etv Unit (PHYS)
Nasdaq 100 Unit Ser 1 (QQQ)
Vaneck Etf Trust Digi Transfrm (DAPP)
Russell 1000 Growth i-share Rus 1000 Grw Etf (IWF)
Russell 1000 Value i-share Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vguard Value index Value Etf (VTV)
Russell Midcap Value i-share Rus Mdcp Val Etf (IWS)
Vguard Total World Tt Wrld St Etf (VT)
S&P 500 SPDR Tr Unit (SPY)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for JP Wealth Management

Top funds holding Dimensional Etf Trust National Municip

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

View all funds holding Dimensional Etf Trust National Municip