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Dimensional Etf Trust National Municip shares owned by Spinnaker Investment Group

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

Historical chart of Spinnaker Investment Group 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 Spinnaker Investment Group 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 Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $694k 14k 48.09
2023-12-31 $494k 10k 48.51
2023-09-30 $1.9M 42k 46.47
2023-06-30 $1.7M 35k 47.63
2023-03-31 $445k 9.2k 48.32
2022-12-31 $392k 8.2k 47.81
2022-09-30 $380k 8.2k 46.59
2022-06-30 $227k 4.7k 48.07

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ssga Active Tr Spdr Dbleln Shrt (STOT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Calif Mun Bd Etf (CMF)
Broadcom (AVGO)

View all positions for Spinnaker Investment Group

Top funds holding Dimensional Etf Trust National Municip

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

View all funds holding Dimensional Etf Trust National Municip