Copperleaf Capital, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1802225
RALEIGH, NC
All Filings in DFNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 DFNM | $429,948 | 8,961 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 DFNM | $388,309 | 8,187 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 DFNM | $402,537 | 8,462 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFNM | $408,433 | 8,550 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 DFNM | $365,409 | 7,528 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFNM | $366,252 | 7,667 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFNM | $350,095 | 7,280 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 DFNM | $360,380 | 7,429 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFNM | $355,774 | 7,656 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DFNM | $302,736 | 6,356 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFNM | $307,090 | 6,356 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||