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Dimensional Etf Trust National Municip shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $896k 19k 46.47
2023-06-30 $36M 747k 47.63
2023-03-31 $38M 783k 48.32
2022-12-31 $1.0M 22k 47.81
2022-09-30 $36M 776k 46.65
2022-06-30 $768k 16k 48.07

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Foster Group
First Ascent Asset Management
Beaird Harris Wealth Management
Sequoia Financial Advisors
Pathstone Holdings
Buckingham Asset Management
MBL Wealth
Commonwealth Equity Services
Austin Wealth Management
Wealth Enhancement Advisory Services
Rather & Kittrell
Graves-Light Private Wealth Management
RAM Investment Partners
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip