Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Natl Mun Bd (DFNM)

DFNM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q2 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
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.25M
New
$58.7M - $60.6M
1.25M $59.4M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
728K
+ 3776.85%
$34.3M - $35.4M
747K $35.6M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
215K
+ 56.79%
$10.1M - $10.4M
592K $28.2M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
130K
New
$6.12M - $6.32M
130K $6.19M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
79.3K
New
$3.74M - $3.86M
79.3K $3.78M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
76.7K
+ 18.66%
$3.61M - $3.73M
488K $23.2M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
61.2K
New
$2.88M - $2.97M
61.2K $2.91M
Jul 26, 2023 Q2 2023
Mattern Wealth Management LLC

BUY
 -
57.8K
+ 44.37%
$2.72M - $2.81M
188K $8.96M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
56.1K
+ 221.86%
$2.65M - $2.73M
81.4K $3.88M
Aug 14, 2023 Q2 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
48K
+ 21.17%
$2.27M - $2.34M
275K $13.1M
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
30K
+ 14.78%
$1.41M - $1.46M
233K $11.1M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
28.6K
+ 18.44%
$1.35M - $1.39M
183K $8.75M
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
27K
+ 17.01%
$1.27M - $1.31M
185K $8.83M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
25.5K
+ 277.27%
$1.2M - $1.24M
34.8K $1.66M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
24.1K
+ 46.49%
$1.13M - $1.17M
75.8K $3.61M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
22.7K
New
$1.07M - $1.1M
22.7K $1.08M
Jul 18, 2023 Q2 2023
Landmark Financial Advisors, LLC

BUY
 -
22K
+ 32.85%
$1.04M - $1.07M
88.9K $4.24M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
16.6K
+ 25.94%
$783K - $808K
80.6K $3.84M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
16.3K
+ 7.83%
$768K - $792K
224K $10.7M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
14.9K
New
$703K - $725K
14.9K $711K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.7K
+ 7.39%
$597K - $616K
184K $8.77M
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
10.2K
+ 22.3%
$481K - $496K
56K $2.67M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
8.65K
+ 67.23%
$408K - $420K
21.5K $1.03M
Jul 05, 2023 Q2 2023
Shearwater Capital LLC

BUY
 -
7.9K
+ 34.05%
$372K - $384K
31.1K $1.48M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
7.64K
+ 0.87%
$360K - $372K
887K $42.3M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
7.27K
New
$343K - $354K
7.27K $347K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
6.95K
+ 6.31%
$328K - $338K
117K $5.58M
Aug 01, 2023 Q2 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
6.54K
+ 49.58%
$309K - $318K
19.7K $941K
Jul 28, 2023 Q2 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
6.08K
+ 1.4%
$287K - $296K
439K $20.9M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
5.12K
+ 955.97%
$242K - $249K
5.66K $270K
Jul 26, 2023 Q2 2023
Websterrogers Financial Advisors, LLC

BUY
 -
4.77K
+ 22.04%
$225K - $232K
26.4K $1.26M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
4.69K
+ 21.93%
$221K - $228K
26.1K $1.24M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
4.68K
+ 31.32%
$221K - $228K
19.6K $935K
Jul 26, 2023 Q2 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
4.42K
+ 30.16%
$209K - $215K
19.1K $910K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4.31K
+ 26.57%
$203K - $210K
20.5K $978K
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
3.97K
+ 1.68%
$187K - $193K
241K $11.5M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
3.52K
+ 29341.67%
$166K - $171K
3.53K $168K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
3.3K
+ 7.11%
$156K - $161K
49.7K $2.37M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.99K
+ 10.72%
$141K - $145K
30.9K $1.47M
Aug 07, 2023 Q2 2023
American Investment Services, Inc.

BUY
 -
2.78K
+ 4.48%
$131K - $135K
64.9K $3.09M
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
2.75K
+ 1.48%
$130K - $134K
189K $9M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
2.75K
+ 10.71%
$130K - $134K
28.4K $1.35M
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
2.65K
+ 5.66%
$125K - $129K
49.5K $2.36M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.85K
+ 153.49%
$87.1K - $89.8K
3.05K $145K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
1.67K
+ 12.88%
$78.7K - $81.1K
14.6K $697K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.63K
+ 22.47%
$77K - $79.4K
8.91K $424K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.46K
+ 72.91%
$68.8K - $70.9K
3.46K $165K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
1.36K
+ 17.93%
$64.2K - $66.2K
8.95K $427K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1.36K
+ 17.93%
$64.2K - $66.2K
8.95K $427K

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