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 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
296+ 4.64% |
$14.1K - $14.4K
|
6.67K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.29K- 20.55% |
$300K - $305K
|
24.3K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.8K- 4.02% |
$561K - $571K
|
281K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
51.9K+ 8.95% |
$2.48M - $2.52M
|
632K
$30.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.65K+ 25.74% |
$413K - $420K
|
42.3K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
269+ 5.85% |
$12.8K - $13.1K
|
4.86K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.1K+ 353.58% |
$1.05M - $1.07M
|
28.3K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.2K+ 4.29% |
$1.15M - $1.17M
|
588K
$28.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.93K+ 142.08% |
$331K - $336K
|
11.8K
$567K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
12.7K+ 37.74% |
$603K - $614K
|
46.2K
$2.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.95KNew |
$236K - $240K
|
4.95K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.87K- 9.52% |
$375K - $382K
|
74.8K
$3.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 2.63% |
$598K - $609K
|
489K
$23.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.03K+ 17.35% |
$335K - $341K
|
47.6K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-71- 0.24% |
$3.39K - $3.45K
|
29.1K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 1.07% |
$239 - $243
|
462
$22.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.7K- 5.86% |
$1.65M - $1.68M
|
558K
$26.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-27.9K- 27.34% |
$1.33M - $1.35M
|
74.2K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.53K+ 7.55% |
$73.2K - $74.5K
|
21.9K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1.39K- 4.6% |
$66.1K - $67.2K
|
28.7K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7KNew |
$890K - $906K
|
18.7K
$896K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.0% |
$859 - $874
|
602K
$28.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-283- 3.03% |
$13.5K - $13.7K
|
9.05K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.51KNew |
$215K - $219K
|
4.51K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-135- 2.37% |
$6.44K - $6.55K
|
5.57K
$267K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.26% |
$3.34K - $3.4K
|
5.65K
$271K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-528- 6.73% |
$25.2K - $25.6K
|
7.32K
$351K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.5KNew |
$2.92M - $2.95M
|
61.5K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.4KNew |
$66.4K - $67.2K
|
1.4K
$67.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
209+ 0.97% |
$9.91K - $10K
|
21.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-76- 1.27% |
$3.6K - $3.65K
|
5.91K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
272K+ 29.49% |
$12.9M - $13.1M
|
1.2M
$57.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
331New |
$15.7K - $15.9K
|
331
$15.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
143+ 0.69% |
$6.78K - $6.86K
|
20.8K
$999K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.61KNew |
$218K - $221K
|
4.61K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.26KNew |
$202K - $205K
|
4.26K
$205K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$284 - $288
|
6
$288
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.33KNew |
$300K - $304K
|
6.33K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.51K- 3.19% |
$71.4K - $72.3K
|
45.7K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
309+ 2.14% |
$14.6K - $14.8K
|
14.7K
$707K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-308- 5.82% |
$14.6K - $14.8K
|
4.99K
$239K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.75K- 38.23% |
$272K - $276K
|
9.29K
$446K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.65K+ 68.61% |
$126K - $127K
|
6.52K
$313K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.9KNew |
$519K - $525K
|
10.9K
$525K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.49KNew |
$355K - $359K
|
7.49K
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-442- 1.68% |
$21K - $21.2K
|
25.9K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8KNew |
$379K - $384K
|
8K
$384K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.04KNew |
$49.2K - $49.8K
|
1.04K
$49.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
323New |
$15.5K - $15.7K
|
323
$15.5K
|
|