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Dimensional Etf Trust National Municip shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors 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 West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 168k 48.09
2023-12-31 $8.1M 167k 48.51
2023-09-30 $7.8M 169k 46.47
2022-09-30 $473k 10k 46.64

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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