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Dimensional Etf Trust National Municip shares owned by Core Wealth Management

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

Historical chart of Core Wealth 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 Core Wealth 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 Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 93k 48.09
2023-12-31 $3.7M 76k 48.51
2023-09-30 $4.2M 90k 46.47
2023-06-30 $3.2M 68k 47.63
2023-03-31 $3.3M 67k 48.32
2022-12-31 $3.7M 76k 47.81

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
McDonald's Corporation (MCD)
Nextera Energy (NEE)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Global Real Est (DFGR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Core Wealth 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