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Dimensional Etf Trust National Municip shares owned by Asset Planning Corporation

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

Historical chart of Asset Planning Corporation 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 Asset Planning Corporation 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 Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 251k 48.09
2023-12-31 $12M 247k 48.51
2023-09-30 $13M 272k 46.47
2023-06-30 $13M 274k 47.63
2023-03-31 $15M 312k 48.32
2022-12-31 $15M 308k 47.81

More positions owned by Asset Planning Corporation

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Realty Income (O)

View all positions for Asset Planning Corporation

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Foster Group
GeoWealth Management
Buckingham Asset Management
First Ascent Asset Management
Beaird Harris Wealth Management
Pathstone Holdings
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

View all funds holding Dimensional Etf Trust National Municip