Kovitz Investment Group Partners »

Dimensional Etf Trust National Municip shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 216k 47.98
2025-06-30 $11M 235k 47.43
2025-03-31 $615k 13k 47.58
2024-12-31 $580k 12k 47.78
2024-09-30 $413k 8.5k 48.54

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

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