Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
660K+ 1131.87% |
$31.4M - $32M
|
718K
$34.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157KNew |
$7.45M - $7.58M
|
157K
$7.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
135K+ 851.03% |
$6.4M - $6.52M
|
150K
$7.29M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
98.4KNew |
$4.68M - $4.77M
|
98.4K
$4.77M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
75.7KNew |
$3.6M - $3.67M
|
75.7K
$3.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
71.9K+ 22.5% |
$3.42M - $3.48M
|
392K
$19M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
63.9KNew |
$3.04M - $3.09M
|
63.9K
$3.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
52.1K+ 241.98% |
$2.48M - $2.53M
|
73.7K
$3.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
51.7K+ 147.99% |
$2.46M - $2.5M
|
86.7K
$4.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47.4KNew |
$2.25M - $2.3M
|
47.4K
$2.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
42.3KNew |
$2.01M - $2.05M
|
42.3K
$2.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39.5KNew |
$1.88M - $1.91M
|
39.5K
$1.91M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
38KNew |
$1.81M - $1.84M
|
38K
$1.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
37.6KNew |
$1.79M - $1.82M
|
37.6K
$1.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
35.5K+ 18.64% |
$1.69M - $1.72M
|
226K
$10.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27K+ 14.87% |
$1.28M - $1.31M
|
208K
$10.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
23.5KNew |
$1.12M - $1.14M
|
23.5K
$1.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
23.4KNew |
$1.11M - $1.14M
|
23.4K
$1.14M
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$879K - $896K
|
18.5K
$897K
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
17.8KNew |
$845K - $861K
|
17.8K
$862K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 89.26% |
$815K - $831K
|
36.4K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16KNew |
$759K - $774K
|
16K
$775K
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
13.5K+ 320.87% |
$643K - $655K
|
17.7K
$861K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$561K - $572K
|
11.8K
$572K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10.7KNew |
$511K - $520K
|
10.7K
$521K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
9.8KNew |
$466K - $475K
|
9.8K
$475K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.65KNew |
$459K - $468K
|
9.65K
$468K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.16KNew |
$436K - $444K
|
9.16K
$444K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.99K+ 405.78% |
$428K - $436K
|
11.2K
$544K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
8.8KNew |
$418K - $426K
|
8.8K
$427K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8.76KNew |
$417K - $424K
|
8.76K
$425K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.6KNew |
$314K - $320K
|
6.6K
$320K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.79K+ 312.97% |
$275K - $280K
|
7.64K
$371K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.1KNew |
$243K - $247K
|
5.1K
$247K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.03KNew |
$239K - $244K
|
5.03K
$244K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.98KNew |
$237K - $241K
|
4.98K
$242K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.75KNew |
$226K - $230K
|
4.75K
$230K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.72KNew |
$225K - $229K
|
4.72K
$229K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.7KNew |
$223K - $228K
|
4.7K
$228K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.64K+ 44.84% |
$173K - $176K
|
11.7K
$570K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.9KNew |
$138K - $140K
|
2.9K
$141K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.65KNew |
$126K - $128K
|
2.65K
$129K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
2.19K+ 26.11% |
$104K - $106K
|
10.6K
$513K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.87KNew |
$89.1K - $90.8K
|
1.87K
$90.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1KNew |
$47.6K - $48.4K
|
1K
$48.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
847New |
$40.3K - $41K
|
847
$41.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
478+ 81.02% |
$22.7K - $23.2K
|
1.07K
$51.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17+ 0.21% |
$808 - $823
|
7.93K
$385K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10+ 0.11% |
$476 - $484
|
8.82K
$428K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|