Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
9.98K+ 41.55% |
$461K - $484K
|
34K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.84K+ 3.78% |
$408K - $429K
|
242K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.44K+ 26.54% |
$390K - $410K
|
40.3K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.44K+ 10.23% |
$343K - $361K
|
80.1K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.84KNew |
$316K - $332K
|
6.84K
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.64K+ 12.99% |
$307K - $322K
|
57.8K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.46K+ 1.64% |
$298K - $313K
|
400K
$19.1M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.46K+ 77.9% |
$298K - $313K
|
14.8K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.16KNew |
$284K - $299K
|
6.16K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.91K+ 268.24% |
$273K - $287K
|
8.12K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.71KNew |
$263K - $277K
|
5.71K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.5K+ 35.49% |
$254K - $267K
|
21K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.35K+ 40.37% |
$247K - $260K
|
18.6K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.24KNew |
$242K - $254K
|
5.24K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.07KNew |
$234K - $246K
|
5.07K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.05K+ 108.76% |
$233K - $245K
|
9.7K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.01KNew |
$231K - $243K
|
5.01K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.99KNew |
$230K - $242K
|
4.99K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.82KNew |
$222K - $234K
|
4.82K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$194K - $204K
|
4.2K
$200K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.71KNew |
$171K - $180K
|
3.71K
$177K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.67K+ 689.12% |
$170K - $178K
|
4.21K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.6K+ 5.15% |
$166K - $175K
|
73.6K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.57K+ 55.77% |
$165K - $173K
|
9.98K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.56K+ 4.5% |
$164K - $173K
|
82.7K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.16K+ 2.58% |
$146K - $153K
|
126K
$5.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.77K+ 24.35% |
$128K - $134K
|
14.2K
$674K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.63K+ 9.23% |
$75.4K - $79.2K
|
19.3K
$921K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25K+ 12.06% |
$57.7K - $60.6K
|
11.6K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.03K+ 11.38% |
$47.6K - $50K
|
10.1K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
958+ 7.44% |
$44.2K - $46.5K
|
13.8K
$659K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
901+ 2.46% |
$41.6K - $43.7K
|
37.6K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
811+ 18.54% |
$37.4K - $39.3K
|
5.19K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
683New |
$31.5K - $33.1K
|
683
$32.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
663New |
$30.6K - $32.2K
|
663
$31.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
654+ 9.29% |
$30.2K - $31.7K
|
7.7K
$367K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
620+ 8.44% |
$28.6K - $30.1K
|
7.96K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
568+ 10.45% |
$26.2K - $27.6K
|
6.01K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
500New |
$23.1K - $24.3K
|
500
$23.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
392+ 6.83% |
$18.1K - $19K
|
6.13K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
203+ 0.69% |
$9.37K - $9.85K
|
29.5K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
200+ 2.6% |
$9.23K - $9.7K
|
7.88K
$375K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200+ 0.57% |
$9.23K - $9.7K
|
35.1K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200+ 0.57% |
$9.23K - $9.7K
|
35.1K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.06K - $7.42K
|
153
$7.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132New |
$6.09K - $6.4K
|
132
$6.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87New |
$4.02K - $4.22K
|
87
$4.15K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.79% |
$4.02K - $4.22K
|
11.1K
$528K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
80+ 5.65% |
$3.69K - $3.88K
|
1.5K
$71.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.41% |
$2.95K - $3.1K
|
15.7K
$749K
|