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Dimensional Etf Trust National Municip shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 12k 48.09
2023-12-31 $571k 12k 48.51
2023-09-30 $700k 15k 46.47
2023-06-30 $711k 15k 47.63

More positions owned by Captrust Financial Advisors

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Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Small-cap Etf Etf (VB)
Nvidia Corporation Stock (NVDA)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

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