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
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
1.51K
+ 15.25%
$69.9K - $72K
11.4K $543K
Nov 14, 2023 Q3 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
1.41K
+ 12.27%
$65.3K - $67.3K
12.9K $614K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1.32K
+ 14.77%
$61.4K - $63.2K
10.3K $490K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
1.32K
+ 14.77%
$61.4K - $63.2K
10.3K $490K
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
1.3K
+ 20.45%
$60.4K - $62.2K
7.66K $365K
Oct 13, 2023 Q3 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
1.22K
+ 0.45%
$56.8K - $58.5K
276K $13.2M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1K
New
$46.4K - $47.8K
1K $47.7K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
880
+ 3.1%
$40.9K - $42.1K
29.3K $1.4M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
533
New
$24.8K - $25.5K
533 $25.4K
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
457
+ 1.33%
$21.2K - $21.8K
34.9K $1.67M
Jun 06, 2024 Q3 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
372
+ 0.38%
$17.3K - $17.8K
98.5K $4.7M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
341
New
$15.8K - $16.3K
341 $16.3K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
319
New
$14.8K - $15.3K
319 $15.2K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
297
New
$13.8K - $14.2K
297 $14.2K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
199
+ 25.35%
$9.24K - $9.51K
984 $47K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
191
+ 0.37%
$8.87K - $9.13K
51.1K $2.44M
Oct 18, 2023 Q3 2023
25 LLC

St. Louis, MO
BUY
 -
171
+ 2.11%
$7.94K - $8.18K
8.29K $396K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
149
+ 1.0%
$6.92K - $7.12K
15.1K $719K
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
124
+ 0.19%
$5.76K - $5.93K
65K $3.1M
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
56
+ 0.34%
$2.6K - $2.68K
16.8K $799K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
20
+ 1.43%
$929 - $956
1.42K $67.5K
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
18
+ 0.18%
$836 - $861
9.76K $466K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
12
+ 0.1%
$557 - $574
12.1K $577K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
8
+ 0.08%
$372 - $382
10.4K $495K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
5
New
$232 - $239
5 $239
Oct 27, 2023 Q3 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
2
+ 0.02%
$92.9 - $95.6
9.14K $436K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-65
- 0.03%
$3.02K - $3.11K
226K $10.8M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

SELL
 -
-127
- 0.13%
$5.9K - $6.07K
96.9K $4.62M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
SELL
 -
-210
- 2.27%
$9.75K - $10K
9.05K $432K
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
SELL
 -
-272
- 2.25%
$12.6K - $13K
11.8K $564K
Nov 14, 2024 Q3 2023
Triune Financial Partners, LLC

Overland Park, KS
SELL
 -
-288
- 2.55%
$13.4K - $13.8K
11K $525K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-347
- 5.7%
$16.1K - $16.6K
5.74K $274K
Oct 17, 2023 Q3 2023
Shearwater Capital LLC

SELL
 -
-381
- 1.23%
$17.7K - $18.2K
30.7K $1.47M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-425
- 0.54%
$19.7K - $20.3K
78.9K $3.76M
Oct 30, 2023 Q3 2023
Helen Stephens Group, LLC

SELL
 -
-443
- 1.2%
$20.6K - $21.2K
36.6K $1.75M
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

SELL
 -
-462
- 5.6%
$21.5K - $22.1K
7.78K $371K
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

SELL
 -
-487
- 1.85%
$22.6K - $23.3K
25.9K $1.24M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

SELL
 -
-618
- 4.23%
$28.7K - $29.5K
14K $668K
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-637
- 6.5%
$29.6K - $30.5K
9.16K $437K
Oct 10, 2023 Q3 2023
Confluence Investment Management LLC

SELL
 -
-1.16K
- 0.5%
$54.1K - $55.7K
233K $11.1M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.26K
- 36.3%
$58.3K - $60K
2.2K $105K
Oct 20, 2023 Q3 2023
Maryland Capital Advisors Inc.

SELL
 -
-1.41K
- 0.76%
$65.2K - $67.2K
184K $8.78M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

SELL
 -
-1.88K
- 21.38%
$87.2K - $89.7K
6.9K $329K
Oct 16, 2023 Q3 2023
Asset Planning Corporation

SELL
 -
-1.98K
- 0.72%
$92K - $94.7K
272K $13M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-2K
- 37.42%
$92.7K - $95.4K
3.34K $159K
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

SELL
 -
-2.05K
- 10.4%
$95.4K - $98.2K
17.7K $844K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-2.24K
- 23.38%
$104K - $107K
7.34K $350K

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