Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR NATL MUN BD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
762K+ 3530.67% |
$36.1M - $37.1M
|
783K
$37.5M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
200K+ 755.4% |
$9.48M - $9.74M
|
226K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
154KNew |
$7.28M - $7.48M
|
154K
$7.36M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129K+ 45.86% |
$6.12M - $6.29M
|
411K
$19.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
128K+ 51.32% |
$6.07M - $6.24M
|
378K
$18.1M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
81.2K+ 165.49% |
$3.85M - $3.95M
|
130K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
71.1K+ 334.89% |
$3.37M - $3.46M
|
92.4K
$4.42M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
45.8KNew |
$2.17M - $2.23M
|
45.8K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
32.5K+ 21.13% |
$1.54M - $1.58M
|
186K
$8.92M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
31.7K+ 7.89% |
$1.5M - $1.54M
|
433K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.2K+ 29.65% |
$1.19M - $1.23M
|
110K
$5.27M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.3K+ 9.68% |
$1.15M - $1.18M
|
276K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.4KNew |
$1.01M - $1.04M
|
21.4K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21.2K+ 316.78% |
$1M - $1.03M
|
27.9K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.6KNew |
$835K - $858K
|
17.6K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.7K+ 28.92% |
$697K - $716K
|
65.5K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14.7KNew |
$695K - $714K
|
14.7K
$703K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
13.7K+ 6.42% |
$649K - $667K
|
227K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13.3K+ 36.47% |
$629K - $646K
|
49.7K
$2.38M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$626K - $643K
|
13.2K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9KNew |
$610K - $626K
|
12.9K
$616K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$557K - $572K
|
11.7K
$563K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.5K+ 12.72% |
$545K - $560K
|
102K
$4.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.7K+ 7.21% |
$505K - $519K
|
158K
$7.59M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.77KNew |
$463K - $476K
|
9.77K
$468K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.76K+ 17.07% |
$462K - $475K
|
66.9K
$3.21M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.35K+ 99.55% |
$443K - $455K
|
18.8K
$898K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.63K+ 44.48% |
$409K - $420K
|
28K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.62KNew |
$409K - $420K
|
8.62K
$413K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.2KNew |
$388K - $399K
|
8.2K
$393K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7.85KNew |
$372K - $382K
|
7.85K
$376K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.59KNew |
$360K - $370K
|
7.59K
$364K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.42K+ 3.79% |
$352K - $361K
|
203K
$9.72M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.27KNew |
$345K - $354K
|
7.27K
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.97K+ 3.03% |
$330K - $339K
|
237K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.36KNew |
$301K - $309K
|
6.36K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.35K+ 13.97% |
$301K - $309K
|
51.8K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
6.22K+ 103.58% |
$295K - $303K
|
12.2K
$586K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.91K+ 40.44% |
$280K - $288K
|
20.5K
$982K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.89K+ 0.67% |
$279K - $287K
|
880K
$42.1M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.5KNew |
$261K - $268K
|
5.5K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.17KNew |
$245K - $252K
|
5.17K
$248K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.08K+ 64.58% |
$241K - $248K
|
13K
$621K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.39K+ 19.24% |
$208K - $214K
|
27.2K
$1.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.14KNew |
$196K - $202K
|
4.14K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.7K+ 17.13% |
$175K - $180K
|
25.3K
$1.21M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
3.62K+ 18.46% |
$171K - $176K
|
23.2K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.51K+ 8.17% |
$166K - $171K
|
46.4K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.44K+ 7.89% |
$163K - $167K
|
47K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
3.37K+ 1.09% |
$160K - $164K
|
312K
$14.9M
|