Latest Institutional Transactions on Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.43K+ 20.06% |
$307K - $313K
|
38.5K
$1.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.56K- 4.6% |
$408K - $416K
|
177K
$8.48M
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.72K- 0.39% |
$130K - $132K
|
696K
$33.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403- 0.44% |
$19.2K - $19.6K
|
90.8K
$4.34M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.55K+ 0.66% |
$265K - $270K
|
853K
$40.8M
|
|
|
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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 86.9% |
$656K - $668K
|
29.6K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 6.98% |
$736K - $749K
|
236K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
449+ 2.0% |
$21.4K - $21.8K
|
22.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-937- 10.14% |
$44.7K - $45.5K
|
8.31K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-345- 3.68% |
$16.5K - $16.7K
|
9.04K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.5K+ 5.17% |
$453K - $461K
|
193K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.08KNew |
$242K - $247K
|
5.08K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
4.87KNew |
$232K - $236K
|
4.87K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.33KNew |
$159K - $162K
|
3.33K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.52K- 4.72% |
$215K - $219K
|
91.2K
$4.35M
|
|
|
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 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25K+ 3.32% |
$155K - $158K
|
101K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-139- 1.81% |
$6.63K - $6.75K
|
7.53K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 45.26% |
$3.06M - $3.11M
|
206K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 4.63% |
$47.7K - $48.5K
|
20.6K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.13M - $1.15M
|
23.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.51KNew |
$406K - $413K
|
8.51K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.86KNew |
$279K - $284K
|
5.86K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 11.97% |
$53.7K - $54.6K
|
10.5K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.86KNew |
$279K - $284K
|
5.86K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68+ 0.26% |
$3.24K - $3.3K
|
26.5K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
254KNew |
$12.1M - $12.3M
|
254K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
464KNew |
$22.2M - $22.5M
|
464K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 21.66% |
$92.9K - $94.5K
|
10.9K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.14KNew |
$197K - $201K
|
4.14K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.55KNew |
$312K - $318K
|
6.55K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27.4KNew |
$1.31M - $1.33M
|
27.4K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
165+ 0.41% |
$7.87K - $8.01K
|
40.5K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.59K+ 5.83% |
$123K - $126K
|
47K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.25K+ 2.31% |
$108K - $109K
|
99.7K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.06KNew |
$289K - $294K
|
6.06K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$143 - $146
|
467
$22.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 3.57% |
$58.3K - $59.3K
|
33K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.95K+ 13.72% |
$332K - $338K
|
57.7K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36+ 0.27% |
$1.72K - $1.75K
|
13.2K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-339- 1.5% |
$16.2K - $16.5K
|
22.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.4KNew |
$258K - $262K
|
5.4K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 7.53% |
$47.9K - $48.7K
|
14.3K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
241+ 0.78% |
$11.5K - $11.7K
|
31.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 7.89% |
$286 - $291
|
82
$3.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.7KNew |
$1.42M - $1.44M
|
29.7K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 8.32% |
$3.51M - $3.57M
|
958K
$45.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4.92K- 5.28% |
$235K - $239K
|
88.3K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
20.2K+ 0.78% |
$964K - $981K
|
2.61M
$125M
|
|