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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
40+ 0.04% |
$1.91K - $1.94K
|
90.7K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
555+ 0.43% |
$26.5K - $26.9K
|
130K
$6.22M
|
|
|
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 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.98K- 27.08% |
$285K - $290K
|
16.1K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
252KNew |
$12M - $12.2M
|
252K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.15K+ 2.06% |
$246K - $250K
|
255K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
922New |
$44K - $44.8K
|
922
$44K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.54K- 1.31% |
$455K - $463K
|
719K
$34.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.81K- 12.99% |
$373K - $379K
|
52.3K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
76+ 1.29% |
$3.63K - $3.69K
|
5.95K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$196K - $200K
|
4.11K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.89K- 24.87% |
$89.9K - $91.5K
|
5.69K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-184- 0.47% |
$8.78K - $8.93K
|
39.2K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-208- 2.3% |
$9.92K - $10.1K
|
8.83K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.52K+ 9.43% |
$454K - $462K
|
110K
$5.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.8K+ 3613.79% |
$1.04M - $1.06M
|
22.4K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 8.55% |
$68.4K - $69.6K
|
15.3K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.47K- 3.47% |
$70.2K - $71.5K
|
40.9K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
298New |
$14.2K - $14.5K
|
298
$14.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
2.38K+ 1.27% |
$114K - $116K
|
190K
$9.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.54KNew |
$407K - $415K
|
8.54K
$408K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
296+ 4.64% |
$14.1K - $14.4K
|
6.67K
$319K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.06KNew |
$337K - $343K
|
7.06K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.29K- 20.55% |
$300K - $305K
|
24.3K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.8K- 4.02% |
$561K - $571K
|
281K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
183+ 2.05% |
$8.73K - $8.88K
|
9.1K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
51.9K+ 8.95% |
$2.48M - $2.52M
|
632K
$30.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.65K+ 25.74% |
$413K - $420K
|
42.3K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-297- 5.4% |
$14.2K - $14.4K
|
5.21K
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.94KNew |
$236K - $240K
|
4.94K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
269+ 5.85% |
$12.8K - $13.1K
|
4.86K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.1K+ 353.58% |
$1.05M - $1.07M
|
28.3K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.95KNew |
$236K - $240K
|
4.95K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.27K+ 124.18% |
$156K - $159K
|
5.9K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
12.7K+ 37.74% |
$603K - $614K
|
46.2K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
128+ 0.55% |
$6.11K - $6.21K
|
23.4K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.93K+ 142.08% |
$331K - $336K
|
11.8K
$564K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.2K+ 4.29% |
$1.15M - $1.17M
|
588K
$28.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.87K- 9.52% |
$375K - $382K
|
74.8K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-306- 3.66% |
$14.6K - $14.9K
|
8.06K
$385K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.6K+ 31.88% |
$315K - $320K
|
27.3K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 2.63% |
$598K - $609K
|
489K
$23.4M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.03K+ 17.35% |
$335K - $341K
|
47.6K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-71- 0.24% |
$3.39K - $3.45K
|
29.1K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 1.1% |
$50.7K - $51.5K
|
95.2K
$4.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-381- 0.21% |
$18.2K - $18.5K
|
184K
$8.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.63K+ 12.04% |
$221K - $225K
|
43.1K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 1.07% |
$239 - $243
|
462
$22.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
23.5K+ 6.78% |
$1.12M - $1.14M
|
370K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-27.9K- 27.34% |
$1.33M - $1.35M
|
74.2K
$3.54M
|