Forum Financial Management »

Dimensional Etf Trust National Municip shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial Management 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 Dimensional Etf Trust National Municip by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 33k 48.09
2023-12-31 $1.6M 33k 48.51
2023-09-30 $2.1M 46k 46.47
2023-06-30 $2.3M 49k 47.63
2023-03-31 $3.2M 67k 48.32
2022-12-31 $3.4M 71k 47.81

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial 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