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Dimensional Etf Trust National Municip shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 43k 48.54
2024-06-30 $1.8M 39k 47.77
2024-03-31 $1.9M 40k 48.09
2023-12-31 $2.3M 47k 48.51
2023-09-30 $1.4M 31k 46.47
2023-06-30 $2.4M 50k 47.62
2023-03-31 $2.2M 46k 48.32
2022-12-31 $897k 43k 20.89
2022-09-30 $2.7M 58k 46.65
2022-06-30 $2.0M 42k 48.07

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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