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Dimensional Etf Trust National Municip shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group 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 Helen Stephens Group 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 Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 42k 48.09
2023-12-31 $2.4M 49k 48.51
2023-09-30 $1.7M 37k 46.47
2023-06-30 $1.8M 37k 47.63
2023-03-31 $2.4M 50k 48.32
2022-12-31 $2.2M 47k 47.81

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Shrt Nat Mun Etf (SUB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Helen Stephens Group

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