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Dimensional Etf Trust National Municip shares owned by Confluence Investment Management

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

Historical chart of Confluence Investment Management 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 Confluence Investment Management 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 Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 233k 46.47
2023-06-30 $11M 234k 47.63
2023-03-31 $12M 240k 48.32
2022-12-31 $11M 237k 47.81

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View all positions for Confluence Investment Management

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