Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$396K - $409K
|
8.52K
$407K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.56K+ 2407.32% |
$352K - $363K
|
7.87K
$376K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.53K+ 20.31% |
$350K - $362K
|
44.6K
$2.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.43K+ 3.82% |
$299K - $309K
|
175K
$8.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
6.19K+ 3.12% |
$288K - $297K
|
205K
$9.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.14K+ 20.29% |
$286K - $295K
|
36.4K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
6.01KNew |
$279K - $289K
|
6.01K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.84KNew |
$272K - $281K
|
5.84K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 3.44% |
$261K - $270K
|
169K
$8.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
4.79K+ 32.4% |
$223K - $230K
|
19.6K
$936K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.61KNew |
$214K - $221K
|
4.61K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.58K+ 53.7% |
$213K - $220K
|
13.1K
$626K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 24.29% |
$212K - $219K
|
23.3K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.5KNew |
$209K - $216K
|
4.5K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$206K - $212K
|
4.42K
$211K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$195K - $202K
|
4.2K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.74K+ 47.01% |
$174K - $180K
|
11.7K
$560K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.46K+ 184.58% |
$161K - $166K
|
5.33K
$255K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.45K+ 28.54% |
$161K - $166K
|
15.6K
$744K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.88K+ 6.23% |
$134K - $138K
|
49.1K
$2.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.82K+ 15.19% |
$131K - $135K
|
21.4K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.2K+ 49.04% |
$102K - $106K
|
6.69K
$320K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.65K+ 21.52% |
$76.6K - $79.1K
|
9.29K
$444K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$68.1K - $70.4K
|
1.47K
$70K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.28K+ 5.95% |
$59.6K - $61.5K
|
22.8K
$1.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
955+ 5.18% |
$44.4K - $45.9K
|
19.4K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
843+ 10.26% |
$39.2K - $40.5K
|
9.06K
$433K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
641+ 149.07% |
$29.8K - $30.8K
|
1.07K
$51.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
567New |
$26.4K - $27.2K
|
567
$27.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
536New |
$24.9K - $25.7K
|
536
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500+ 80.13% |
$23.3K - $24K
|
1.12K
$53.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
376New |
$17.5K - $18.1K
|
376
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
262New |
$12.2K - $12.6K
|
262
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
164+ 1.06% |
$7.63K - $7.88K
|
15.7K
$750K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
61+ 0.88% |
$2.84K - $2.93K
|
7K
$335K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
39+ 0.48% |
$1.81K - $1.87K
|
8.2K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
17+ 0.34% |
$791 - $817
|
5.02K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3+ 0.01% |
$140 - $144
|
25K
$1.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-129- 1.29% |
$6K - $6.2K
|
9.91K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 50.0% |
$23.3K - $24K
|
500
$23.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-822- 1.64% |
$38.2K - $39.5K
|
49.4K
$2.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-934- 1.95% |
$43.4K - $44.9K
|
46.9K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-979- 4.3% |
$45.5K - $47K
|
21.8K
$1.04M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.71K- 1.85% |
$79.4K - $82K
|
90.3K
$4.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 26.09% |
$705K - $728K
|
42.9K
$2.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-15.8K- 6.5% |
$736K - $760K
|
228K
$10.9M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16.9K- 36.73% |
$787K - $812K
|
29.1K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-42.6K- 82.18% |
$1.98M - $2.05M
|
9.24K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106K- 27.35% |
$4.93M - $5.09M
|
282K
$13.5M
|