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Dimensional Etf Trust National Municip shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $516k 11k 48.35
2024-06-30 $513k 11k 48.03
2024-03-31 $509k 11k 47.71
2023-12-31 $515k 11k 48.19

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

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