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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.78K- 5.35% |
$179K - $184K
|
66.8K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.9K- 8.84% |
$185K - $190K
|
40.2K
$1.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 2.42% |
$201K - $206K
|
171K
$8.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.94K- 15.75% |
$234K - $241K
|
26.4K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-5.52K- 8.19% |
$261K - $269K
|
61.8K
$2.95M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.6K- 90.98% |
$265K - $273K
|
555
$26.5K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.26K- 28.36% |
$392K - $402K
|
20.9K
$996K
|
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-9.12K- 11.93% |
$432K - $444K
|
67.3K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-18.4K- 9.76% |
$874K - $898K
|
171K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-32K- 20.69% |
$1.52M - $1.56M
|
122K
$5.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35K- 2.58% |
$1.66M - $1.7M
|
1.32M
$63M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.6K- 71.22% |
$2.97M - $3.05M
|
25.3K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-91.8K- 70.33% |
$4.35M - $4.47M
|
38.7K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-93.7K- 93.78% |
$4.44M - $4.56M
|
6.21K
$296K
|