Purchases and Sales Made in Q3 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 Q3 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
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
1.81M
+ 2956.75%
$84M - $86.5M
1.87M $89.5M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
434K
New
$20.2M - $20.8M
434K $20.8M
Nov 13, 2023 Q3 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
204K
+ 108.24%
$9.5M - $9.78M
393K $18.8M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
198K
+ 3378.89%
$9.18M - $9.45M
204K $9.74M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
176K
New
$8.15M - $8.39M
176K $8.4M
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
169K
New
$7.83M - $8.06M
169K $8.07M
Jul 03, 2024 Q3 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
162K
+ 217.01%
$7.52M - $7.74M
237K $11.3M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
104K
New
$4.82M - $4.96M
104K $4.96M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
102K
New
$4.75M - $4.89M
102K $4.9M
Oct 13, 2023 Q3 2023
Landmark Financial Advisors, LLC

BUY
 -
95.3K
+ 107.2%
$4.43M - $4.56M
184K $8.82M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
61.4K
+ 10.37%
$2.85M - $2.94M
654K $31.3M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
51.1K
+ 5.75%
$2.37M - $2.44M
938K $44.9M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
37.7K
New
$1.75M - $1.8M
37.7K $1.8M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
23.3K
+ 89.48%
$1.08M - $1.11M
49.4K $2.36M
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
23.3K
+ 12.39%
$1.08M - $1.11M
211K $10.1M
Oct 18, 2023 Q3 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
22.4K
+ 33.0%
$1.04M - $1.07M
90.4K $4.33M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
22.2K
New
$1.03M - $1.06M
22.2K $1.06M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
21.6K
New
$1M - $1.03M
21.6K $1.03M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
21.4K
+ 11.63%
$994K - $1.02M
206K $9.84M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
20.9K
+ 4.28%
$969K - $998K
508K $24.3M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
20.1K
+ 88.43%
$932K - $960K
42.8K $2.05M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
19.1K
+ 7.92%
$885K - $911K
260K $12.4M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
17.5K
+ 23.09%
$813K - $837K
93.3K $4.47M
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
14K
+ 25.01%
$650K - $669K
70K $3.35M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
13.5K
New
$626K - $644K
13.5K $645K
Nov 09, 2023 Q3 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
11.7K
+ 2.67%
$544K - $560K
451K $21.6M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
10.7K
New
$497K - $512K
10.7K $512K
Nov 02, 2023 Q3 2023
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
9.95K
New
$462K - $476K
9.95K $476K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
9.24K
+ 4.12%
$429K - $442K
233K $11.2M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.01K
New
$372K - $383K
8.01K $383K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
7.68K
New
$357K - $367K
7.68K $368K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
7.04K
New
$327K - $337K
7.04K $337K
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
6.85K
+ 15.96%
$318K - $327K
49.8K $2.38M
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

BUY
 -
6.76K
+ 19.46%
$314K - $323K
41.5K $1.99M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
5.82K
+ 18.87%
$270K - $278K
36.7K $1.76M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.6K
New
$260K - $268K
5.6K $268K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
5.58K
+ 4.77%
$259K - $267K
123K $5.87M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
5.44K
New
$253K - $260K
5.44K $260K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.41K
New
$251K - $259K
5.41K $259K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
5.17K
+ 71.04%
$240K - $247K
12.4K $595K
Oct 19, 2023 Q3 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
4.91K
+ 25.73%
$228K - $235K
24K $1.15M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
4.38K
New
$203K - $209K
4.38K $209K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
4.27K
+ 1135.37%
$198K - $204K
4.65K $222K
Nov 03, 2023 Q3 2023
Compass Financial Group, Inc.

BUY
 -
3.64K
+ 2.17%
$169K - $174K
171K $8.2M
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

BUY
 -
3.16K
+ 6.63%
$147K - $151K
50.8K $2.43M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
3K
+ 1.64%
$139K - $144K
186K $8.93M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.5K
+ 23.26%
$116K - $120K
13.3K $634K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
1.91K
+ 6.37%
$88.5K - $91.1K
31.8K $1.52M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
1.83K
+ 1.55%
$84.8K - $87.3K
119K $5.72M

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