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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
2024-09-30 $710k 15k 48.54

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Large Cap Etf Etf (VV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Information Technology Etf Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Vanguard Intermediate Term Bond Etf Etf (BIV)
Apple (AAPL)

View all positions for Wheelhouse 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