Beta Wealth Group, Inc.
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1594417
SAN DIEGO, CA
All Filings in DFNM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFNM | $426,607 | 8,968 | Shares | Other | 2025-05-09 | |
| 2024-12-31 DFNM | $458,066 | 9,589 | Shares | Other | 2025-01-31 | |
| 2024-09-30 DFNM | $441,519 | 9,096 | Shares | Other | 2024-11-01 | |
| 2024-06-30 DFNM | $425,774 | 8,913 | Shares | Other | 2024-08-12 | |
| 2024-03-31 DFNM | $409,197 | 8,509 | Shares | Other | 2024-05-15 | |
| 2023-12-31 DFNM | $366,929 | 7,564 | Shares | Other | 2024-02-12 | |
| 2023-09-30 DFNM | $361,676 | 7,783 | Shares | Other | 2023-11-13 | |
| 2023-06-30 DFNM | $392,709 | 8,245 | Shares | Other | 2023-08-11 | |
| 2023-03-31 DFNM | $395,941 | 8,195 | Shares | Other | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||