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Dimensional Etf Trust National Municip shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory 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 Wescott Financial Advisory 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 91k 48.54
2024-06-30 $4.3M 91k 47.77
2024-03-31 $4.4M 91k 48.09
2023-09-30 $4.9M 106k 46.47
2023-06-30 $5.3M 110k 47.63
2023-03-31 $8.2M 171k 48.31
2022-12-31 $9.0M 189k 47.81

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

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