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Dimensional Etf Trust National Municip shares owned by Waypoint Capital Advisors

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

Historical chart of Waypoint Capital 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 Waypoint Capital 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 Waypoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 6.9k 48.09
2023-12-31 $335k 6.9k 48.51
2023-09-30 $321k 6.9k 46.47
2023-06-30 $418k 8.8k 47.63
2023-03-31 $424k 8.8k 48.32
2022-12-31 $420k 8.8k 47.81
2022-09-30 $410k 8.8k 46.70

More positions owned by Waypoint Capital Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Us Small (AVSC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Waypoint Capital 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