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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

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Quarterly reported holdings in Dimensional Etf Trust National Municip by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $413k 8.5k 48.54

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Valued Advisers Tr Kovitz Core Eqt (EQTY)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
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View all positions for Kovitz Investment Group Partners

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