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Dimensional Etf Trust National Municip shares owned by WPWealth

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

Historical chart of WPWealth investment in Dimensional Etf Trust National Municip

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20250.4M0.6M0.8M1M5k10k15k20k
Value ($)Share countHistorical DFNM position of WPWealth Source: stockzoa.comValue ($)Share count

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All positions including Dimensional Etf Trust National Municip held by WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $932k 20k 47.77
2024-09-30 $1.1M 22k 48.54
2024-06-30 $1.1M 23k 47.77
2024-03-31 $526k 11k 48.09
2023-12-31 $553k 11k 48.51
2023-09-30 $550k 12k 46.47
2023-06-30 $576k 12k 47.63
2023-03-31 $591k 12k 48.32
2022-12-31 $287k 6.0k 47.81

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)

View all positions for WPWealth

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Colony
Foster Group
GeoWealth Management
Beaird Harris Wealth Management
Rather & Kittrell
Pathstone Holdings
MBL Wealth
Apella Capital
Commonwealth Equity Services
Sequoia Financial Advisors
Austin Wealth Management
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip