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Dimensional Etf Trust National Municip shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse 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 Wheelhouse 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 155k 47.98
2025-06-30 $5.6M 119k 47.43
2025-03-31 $4.5M 96k 47.57
2024-12-31 $2.0M 41k 47.77
2024-09-30 $710k 15k 48.54