GeoWealth Management, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1593387
CHICAGO, IL
All Filings in DFNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFNM | $42,533,387 | 882,985 | Shares | Other | 2026-02-17 | |
| 2025-09-30 DFNM | $41,478,901 | 864,504 | Shares | Other | 2025-11-13 | |
| 2025-06-30 DFNM | $40,904,011 | 862,408 | Shares | Other | 2025-08-13 | |
| 2025-03-31 DFNM | $41,814,030 | 879,000 | Shares | Other | 2025-05-09 | |
| 2024-12-31 DFNM | $48,083,848 | 1,006,570 | Shares | Other | 2025-02-13 | |
| 2024-09-30 DFNM | $46,512,532 | 958,231 | Shares | Other | 2024-11-12 | |
| 2024-06-30 DFNM | $42,257,580 | 884,605 | Shares | Other | 2024-08-12 | |
| 2024-03-31 DFNM | $44,813,339 | 931,864 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||