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 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.14% |
$785 - $825
|
12.1K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 220.0% |
$508 - $534
|
16
$765
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.67% |
$92.3 - $97
|
299
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 2.34% |
$1.06K - $1.12K
|
961
$45.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-178- 0.58% |
$8.22K - $8.63K
|
30.5K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-219- 2.81% |
$10.1K - $10.6K
|
7.56K
$362K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-368- 4.09% |
$17K - $17.9K
|
8.62K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-437- 3.7% |
$20.2K - $21.2K
|
11.4K
$545K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-510- 1.28% |
$23.5K - $24.7K
|
39.4K
$1.88M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-820- 0.35% |
$37.9K - $39.8K
|
236K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-899- 1.14% |
$41.5K - $43.6K
|
78K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.1K- 20.06% |
$50.8K - $53.4K
|
4.39K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.52K- 6.86% |
$70.3K - $73.8K
|
20.7K
$988K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.64K- 3.32% |
$75.9K - $79.8K
|
47.9K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 0.29% |
$87.5K - $91.9K
|
652K
$31.2M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 1.2% |
$93.7K - $98.5K
|
167K
$7.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 20.15% |
$95.6K - $100K
|
8.2K
$392K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.07K- 20.15% |
$95.6K - $100K
|
8.2K
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.16K- 4.25% |
$99.5K - $105K
|
48.6K
$2.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.36K- 17.58% |
$109K - $114K
|
11.1K
$529K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.71K- 81.25% |
$125K - $132K
|
626
$29.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.76K- 30.21% |
$127K - $134K
|
6.38K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.1K- 3.0% |
$143K - $150K
|
100K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.31K- 21.95% |
$153K - $160K
|
11.8K
$562K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.94K- 7.93% |
$182K - $191K
|
45.8K
$2.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.23K- 25.26% |
$195K - $205K
|
12.5K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.24K- 34.06% |
$196K - $205K
|
8.2K
$392K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.25K- 11.98% |
$196K - $206K
|
31.3K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-4.66K- 46.86% |
$215K - $226K
|
5.29K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65K- 52.77% |
$261K - $274K
|
5.06K
$242K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6.04K- 3.28% |
$279K - $293K
|
178K
$8.51M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.97K- 7.07% |
$322K - $338K
|
91.5K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.05K- 23.08% |
$372K - $390K
|
26.8K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12.5K- 11.8% |
$576K - $606K
|
93.3K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.6K- 25.47% |
$581K - $610K
|
36.8K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13.2K- 28.85% |
$608K - $639K
|
32.5K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-14.3K- 15.78% |
$658K - $692K
|
76.1K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-14.3K- 55.26% |
$661K - $694K
|
11.6K
$554K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-15.4K- 3.42% |
$712K - $748K
|
436K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 7.71% |
$806K - $846K
|
209K
$9.99M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.9K- 20.79% |
$872K - $916K
|
71.9K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-21.9K- 18.3% |
$1.01M - $1.06M
|
97.6K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.8K- 23.22% |
$1.1M - $1.15M
|
78.5K
$3.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-24.9K- 9.14% |
$1.15M - $1.21M
|
247K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-31.3K- 75.47% |
$1.45M - $1.52M
|
10.2K
$487K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-32.8K- 15.09% |
$1.51M - $1.59M
|
185K
$8.82M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-37.3K- 3.98% |
$1.72M - $1.81M
|
901K
$43.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-38.8K- 43.02% |
$1.79M - $1.88M
|
51.4K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-50.2K- 28.62% |
$2.32M - $2.44M
|
125K
$5.99M
|