Purchases and Sales Made in Q3 2023 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 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 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.27K- 8.34% |
$105K - $108K
|
24.9K
$1.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.07K- 6.29% |
$142K - $147K
|
45.7K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.42K- 38.36% |
$159K - $163K
|
5.49K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.58K- 3.82% |
$166K - $171K
|
90.2K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.76K- 18.33% |
$175K - $180K
|
16.8K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.13K- 21.02% |
$192K - $197K
|
15.5K
$740K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.6K- 4.17% |
$214K - $220K
|
106K
$5.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-4.83K- 5.64% |
$224K - $231K
|
80.7K
$3.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.77K- 30.07% |
$268K - $276K
|
13.4K
$640K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.89K- 14.46% |
$274K - $282K
|
34.9K
$1.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.34K- 15.14% |
$294K - $303K
|
35.5K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.01K- 43.56% |
$325K - $335K
|
9.08K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.96K- 9.87% |
$369K - $380K
|
72.7K
$3.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-8.99K- 14.47% |
$417K - $430K
|
53.1K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 7.15% |
$527K - $543K
|
147K
$7.03M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14.2K- 15.18% |
$658K - $678K
|
79.2K
$3.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-15.5K- 6.64% |
$718K - $739K
|
217K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.3K- 38.7% |
$894K - $920K
|
30.5K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25.1K- 9.21% |
$1.17M - $1.2M
|
248K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.1K- 32.24% |
$2.28M - $2.35M
|
103K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.8K- 72.2% |
$2.73M - $2.81M
|
22.6K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-75.8K- 8.52% |
$3.52M - $3.62M
|
814K
$38.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-98.7K- 64.09% |
$4.58M - $4.72M
|
55.3K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-125K- 10.05% |
$5.81M - $5.99M
|
1.12M
$53.5M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-130KClosed |
$6.03M - $6.21M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-725K- 97.41% |
$33.7M - $34.7M
|
19.3K
$920K
|