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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.56KNew |
$171K - $173K
|
3.56K
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 29.94% |
$113K - $114K
|
5.52K
$264K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
73+ 0.39% |
$3.51K - $3.54K
|
18.6K
$887K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.06K - $7.42K
|
153
$7.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.82KNew |
$222K - $234K
|
4.82K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.24K- 34.06% |
$196K - $205K
|
8.2K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132New |
$6.09K - $6.4K
|
132
$6.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
153K+ 83.04% |
$7.06M - $7.42M
|
337K
$16.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
10.5KNew |
$485K - $510K
|
10.5K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.77K+ 24.35% |
$128K - $134K
|
14.2K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
500New |
$23.1K - $24.3K
|
500
$23.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87New |
$4.02K - $4.22K
|
87
$4.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
683New |
$31.5K - $33.1K
|
683
$32.6K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-37.3K- 3.98% |
$1.72M - $1.81M
|
901K
$43M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.1KNew |
$466K - $490K
|
10.1K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 20.15% |
$95.6K - $100K
|
8.2K
$392K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$579K - $609K
|
12.5K
$599K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65K- 52.77% |
$261K - $274K
|
5.06K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.7KNew |
$493K - $518K
|
10.7K
$510K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.41% |
$2.95K - $3.1K
|
15.7K
$751K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 2.34% |
$1.06K - $1.12K
|
961
$45.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.71KNew |
$171K - $180K
|
3.71K
$177K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.41KNew |
$251K - $259K
|
5.41K
$259K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18+ 0.18% |
$836 - $861
|
9.76K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
104KNew |
$4.82M - $4.96M
|
104K
$4.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.27K- 8.34% |
$105K - $108K
|
24.9K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-98.7K- 64.09% |
$4.58M - $4.72M
|
55.3K
$2.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 21.38% |
$87.2K - $89.7K
|
6.9K
$330K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-637- 6.5% |
$29.6K - $30.5K
|
9.16K
$438K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
319New |
$14.8K - $15.3K
|
319
$15.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
341New |
$15.8K - $16.3K
|
341
$16.3K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
728K+ 3776.85% |
$34.3M - $35.4M
|
747K
$35.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.1K- 14.13% |
$616K - $635K
|
79.3K
$3.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 50.23% |
$494K - $510K
|
10.4K
$496K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
196+ 1.24% |
$9.24K - $9.53K
|
16K
$762K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.82K- 0.81% |
$85.6K - $88.3K
|
223K
$10.7M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.06K+ 11.7% |
$50.2K - $51.6K
|
10.1K
$483K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.5KNew |
$261K - $268K
|
5.5K
$263K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.9K- 8.84% |
$185K - $190K
|
40.2K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
472New |
$22.4K - $23K
|
472
$22.5K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-93.7K- 93.78% |
$4.44M - $4.56M
|
6.21K
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$67.4K - $69.2K
|
1.42K
$67.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.14KNew |
$196K - $202K
|
4.14K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.63K+ 44.48% |
$409K - $420K
|
28K
$1.34M
|
|
| Q4 2022 | |||||||
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
9.99K+ 88.47% |
$464K - $480K
|
21.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
262New |
$12.2K - $12.6K
|
262
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$206K - $212K
|
4.42K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.74K+ 47.01% |
$174K - $180K
|
11.7K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 50.0% |
$23.3K - $24K
|
500
$23.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.8KNew |
$1.9M - $1.96M
|
40.8K
$1.95M
|
|