Purchases and Sales Made in Q1 2024 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 2024. 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 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-381- 4.64% |
$18.3K - $18.5K
|
7.82K
$375K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-438- 1.71% |
$21.1K - $21.2K
|
25.1K
$1.21M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-455- 4.0% |
$21.9K - $22.1K
|
10.9K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-502- 0.61% |
$24.1K - $24.3K
|
82.2K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-694- 2.59% |
$33.4K - $33.7K
|
26.1K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-713- 1.49% |
$34.3K - $34.6K
|
47.2K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-777- 7.03% |
$37.4K - $37.7K
|
10.3K
$493K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-881- 5.64% |
$42.4K - $42.7K
|
14.8K
$708K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-883- 0.47% |
$42.5K - $42.8K
|
188K
$9.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-993- 3.63% |
$47.7K - $48.2K
|
26.3K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.04K- 69.63% |
$50.1K - $50.5K
|
454
$21.8K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.6K- 4.56% |
$76.9K - $77.6K
|
33.5K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.77K- 4.03% |
$85K - $85.7K
|
42.1K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.08K- 8.2% |
$100K - $101K
|
23.3K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.25K- 2.41% |
$108K - $109K
|
91K
$4.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.27K- 3.11% |
$109K - $110K
|
70.8K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 3.02% |
$113K - $114K
|
75.6K
$3.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 29.94% |
$113K - $114K
|
5.52K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.41K- 6.55% |
$116K - $117K
|
34.4K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.59K- 10.96% |
$125K - $126K
|
21.1K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.69K- 18.22% |
$129K - $130K
|
12.1K
$579K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.9K- 1.24% |
$139K - $141K
|
230K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-3K- 3.92% |
$144K - $145K
|
73.6K
$3.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 25.2% |
$152K - $153K
|
9.37K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.72K- 1.78% |
$179K - $180K
|
205K
$9.85M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.14K- 4.56% |
$199K - $201K
|
86.7K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.52K- 5.75% |
$217K - $219K
|
74K
$3.55M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-6.03K- 23.08% |
$290K - $293K
|
20.1K
$965K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.48K- 13.25% |
$311K - $314K
|
42.4K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.48K- 13.9% |
$312K - $314K
|
40.1K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.25K- 11.09% |
$348K - $351K
|
58.1K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.07K- 43.39% |
$388K - $391K
|
10.5K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-13.2K- 1.55% |
$635K - $641K
|
841K
$40.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22.1K- 85.1% |
$1.06M - $1.07M
|
3.87K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-34K- 27.13% |
$1.63M - $1.65M
|
91.3K
$4.38M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-40.9K- 38.59% |
$1.97M - $1.98M
|
65.1K
$3.13M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-115K- 48.68% |
$5.52M - $5.57M
|
121K
$5.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-126K- 16.61% |
$6.07M - $6.12M
|
634K
$30.4M
|