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
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.05K
+ 11.32%
$49.6K - $51.2K
10.4K $494K
Jul 17, 2023 Q2 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
660
+ 0.98%
$31.1K - $32.1K
68K $3.24M
Jul 31, 2023 Q2 2023
Sage Rhino Capital LLC

BUY
 -
559
+ 1.19%
$26.4K - $27.2K
47.6K $2.27M
Apr 22, 2024 Q2 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
377
+ 25.73%
$17.8K - $18.3K
1.84K $87.8K
Jul 25, 2023 Q2 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
377
+ 25.73%
$17.8K - $18.3K
1.84K $87.8K
Aug 10, 2023 Q2 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
371
+ 0.24%
$17.5K - $18K
154K $7.34M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
330
+ 2.02%
$15.6K - $16K
16.7K $796K
May 01, 2024 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
320
+ 0.94%
$15.1K - $15.6K
34.5K $1.64M
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
320
+ 0.94%
$15.1K - $15.6K
34.5K $1.64M
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
300
+ 27.4%
$14.1K - $14.6K
1.4K $66.5K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
274
+ 3.49%
$12.9K - $13.3K
8.12K $387K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
208
+ 2.22%
$9.81K - $10.1K
9.58K $457K
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
196
+ 1.24%
$9.24K - $9.53K
16K $760K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
120
+ 2.32%
$5.66K - $5.83K
5.29K $252K
Dec 06, 2024 Q2 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
56
+ 0.51%
$2.64K - $2.72K
10.9K $521K
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
50
+ 0.61%
$2.36K - $2.43K
8.25K $393K
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
26
+ 0.51%
$1.23K - $1.26K
5.08K $242K
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
10
+ 0.01%
$472 - $486
97K $4.62M
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
1
+ 0.0%
$47.2 - $48.6
27.2K $1.3M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1
+ 0.02%
$47.2 - $48.6
6.09K $290K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-30
- 0.31%
$1.41K - $1.46K
9.74K $464K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

SELL
 -
-56
- 0.02%
$2.64K - $2.72K
226K $10.8M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-92
- 10.49%
$4.34K - $4.47K
785 $37.4K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-103
- 1.89%
$4.86K - $5.01K
5.33K $254K
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
SELL
 -
-133
- 1.09%
$6.27K - $6.47K
12.1K $577K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-266
- 0.88%
$12.5K - $12.9K
29.9K $1.43M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

SELL
 -
-421
- 4.09%
$19.9K - $20.5K
9.88K $471K
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

SELL
 -
-522
- 1.01%
$24.6K - $25.4K
50.9K $2.43M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
SELL
 -
-782
- 4.44%
$36.9K - $38K
16.8K $802K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.05K
- 0.69%
$49.6K - $51.2K
152K $7.26M
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-1.69K
- 8.07%
$79.4K - $81.9K
19.2K $914K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

SELL
 -
-1.82K
- 0.81%
$85.6K - $88.3K
223K $10.6M
Aug 02, 2023 Q2 2023
Compass Financial Group, Inc.

SELL
 -
-2.16K
- 1.27%
$102K - $105K
168K $8M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.47K
- 0.9%
$117K - $120K
273K $13M
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-3.08K
- 7.03%
$145K - $150K
40.8K $1.94M
Jun 06, 2024 Q2 2023
Rw Investment Management LLC

Eagle, ID
SELL
 -
-3.74K
- 3.67%
$176K - $182K
98.1K $4.67M
Jul 24, 2023 Q2 2023
Quarry Hill Advisors, LLC

St Paul, MN
SELL
 -
-4.68K
- 5.19%
$221K - $228K
85.6K $4.08M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
SELL
 -
-4.88K
- 3.98%
$230K - $237K
118K $5.61M
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

SELL
 -
-5.25K
- 2.19%
$248K - $255K
234K $11.2M
Jul 03, 2024 Q2 2023
Mills Wealth Advisors LLC

Southlake, TX
SELL
 -
-5.68K
- 7.08%
$268K - $276K
74.6K $3.56M
Jul 14, 2023 Q2 2023
Five Oceans Advisors

SELL
 -
-6.13K
- 28.13%
$289K - $298K
15.7K $746K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

SELL
 -
-6.68K
- 35.63%
$315K - $325K
12.1K $575K
Jul 14, 2023 Q2 2023
Landmark Wealth Management, LLC

SELL
 -
-6.76K
- 13.61%
$319K - $329K
42.9K $2.05M
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-10.3K
- 39.1%
$487K - $502K
16.1K $767K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

SELL
 -
-10.5K
- 50.23%
$494K - $510K
10.4K $495K
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

SELL
 -
-11.8K
- 6.92%
$556K - $574K
159K $7.57M
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

SELL
 -
-12.9K
- 25.77%
$607K - $626K
37.1K $1.77M
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-13.1K
- 14.13%
$616K - $635K
79.3K $3.78M

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