Financial Gravity Wealth »

DTF Tax Free Income shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of DTF Tax Free Income (DTF) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in DTF Tax Free Income

Tip: Access up to 7 years of quarterly data

All positions including DTF Tax Free Income held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DTF Tax Free Income by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $37k 3.2k 11.45
2025-03-31 $36k 3.2k 11.21

More positions owned by Financial Gravity Wealth

Ishares Core International Aggregate Bond Etf Uit Exchange Traded (IAGG)
Xtrackers Usd High Yieldcorporate Bond Etf Uit Exchange Traded (HYLB)
Ishares 0-5 Year High Yield Corporate Bond Etf Uit Exchange Traded (SHYG)
State Street Spdr Portfolio S&p 600 Small Cap Etf Uit Exchange Traded (SPSM)
Wisdomtree U.s. Largecapfund Uit Exchange Traded (EPS)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Xtrackers Low Beta High Yield Bond Etf Uit Exchange Traded (HYDW)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Uit Exchange Traded (SPIB)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG)
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uit Exchange Traded (VWOB)
State Street Spdr Portfolio Emerging Markets Etf Uit Exchange Traded (SPEM)
State Street Spdr Portfolio S&p 500 High Dividend Etf Uit Exchange Traded (SPYD)
State Street Spdr Portfolio Corporate Bondetf Uit Exchange Traded (SPBO)
State Street Spdr Portfolio S&p 500 Value Etf Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding DTF Tax Free Income

Sit Investment Associates
Colony
Almitas Capital
Beverly Hills Private Wealth
Hara Capital
1607 Capital Partners
Morgan Stanley
City of London Investment Management Company
Avise Financial Cooperative
LPL Financial
Rivernorth Capital Management
Karpus Investment Management
Basepoint Wealth
Susquehanna International
Corps Capital Advisors

View all funds holding DTF Tax Free Income