Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
4.87KNew |
$232K - $236K
|
4.87K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.63K+ 12.04% |
$221K - $225K
|
43.1K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.51KNew |
$215K - $219K
|
4.51K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.14KNew |
$197K - $201K
|
4.14K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$196K - $200K
|
4.11K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.33KNew |
$159K - $162K
|
3.33K
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.27K+ 124.18% |
$156K - $159K
|
5.9K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25K+ 3.32% |
$155K - $158K
|
101K
$4.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.89K+ 36.89% |
$138K - $140K
|
10.7K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 13.53% |
$136K - $138K
|
23.9K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.59K+ 5.83% |
$123K - $126K
|
47K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.41K+ 3.35% |
$115K - $117K
|
74.5K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
2.38K+ 1.27% |
$114K - $116K
|
190K
$9.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.32K+ 29.76% |
$111K - $113K
|
10.1K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.25K+ 2.31% |
$108K - $109K
|
99.7K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.04K+ 26.93% |
$97.1K - $98.8K
|
9.59K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 21.66% |
$92.9K - $94.5K
|
10.9K
$522K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.72K+ 6.3% |
$82.1K - $83.5K
|
29.1K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.53K+ 7.55% |
$73.2K - $74.5K
|
21.9K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.66% |
$69.8K - $71.1K
|
41.5K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 1.98% |
$69.5K - $70.7K
|
74.9K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.42K+ 1.82% |
$67.6K - $68.8K
|
79.4K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.38K+ 28.68% |
$65.7K - $66.9K
|
6.18K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.26K+ 3.7% |
$60.2K - $61.3K
|
35.4K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.16KNew |
$55.1K - $56.1K
|
1.16K
$55.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 11.97% |
$53.7K - $54.6K
|
10.5K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 7.53% |
$47.9K - $48.7K
|
14.3K
$685K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
922New |
$44K - $44.8K
|
922
$44K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
842+ 1336.51% |
$40.2K - $40.9K
|
905
$43.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
572+ 7.73% |
$27.3K - $27.8K
|
7.97K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
555+ 0.43% |
$26.5K - $26.9K
|
130K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
449+ 2.0% |
$21.4K - $21.8K
|
22.9K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
409+ 4.96% |
$19.5K - $19.9K
|
8.65K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
298New |
$14.2K - $14.5K
|
298
$14.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
296+ 4.64% |
$14.1K - $14.4K
|
6.67K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
269+ 5.85% |
$12.8K - $13.1K
|
4.86K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
253+ 0.55% |
$12.1K - $12.3K
|
46.3K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
241+ 0.78% |
$11.5K - $11.7K
|
31.3K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
219+ 1.15% |
$10.4K - $10.6K
|
19.3K
$924K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
201+ 4.49% |
$9.59K - $9.76K
|
4.68K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
183+ 1.19% |
$8.73K - $8.88K
|
15.5K
$742K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
183+ 2.05% |
$8.73K - $8.88K
|
9.1K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
165+ 0.41% |
$7.87K - $8.01K
|
40.5K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
162+ 10.33% |
$7.73K - $7.86K
|
1.73K
$82.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
128+ 0.55% |
$6.11K - $6.21K
|
23.4K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
76+ 1.29% |
$3.63K - $3.69K
|
5.95K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
72+ 0.67% |
$3.43K - $3.49K
|
10.8K
$514K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.26% |
$3.34K - $3.4K
|
5.65K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68+ 0.26% |
$3.24K - $3.3K
|
26.5K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
58+ 0.62% |
$2.77K - $2.82K
|
9.43K
$450K
|