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 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.63K+ 44.48% |
$409K - $420K
|
28K
$1.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.14KNew |
$196K - $202K
|
4.14K
$199K
|
|
| 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
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$206K - $212K
|
4.42K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.74K+ 47.01% |
$174K - $180K
|
11.7K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 50.0% |
$23.3K - $24K
|
500
$24K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.8KNew |
$1.9M - $1.96M
|
40.8K
$1.96M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.06K+ 3.23% |
$96.3K - $101K
|
65.9K
$3.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.23K+ 47.89% |
$197K - $207K
|
13.1K
$626K
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
SELL
|
- |
-332K- 84.9% |
$15.5M - $16.3M
|
59.1K
$2.84M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 2.63% |
$6.25K - $6.55K
|
5.23K
$251K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-135KClosed |
$6.42M - $6.54M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
8.8KNew |
$418K - $426K
|
8.8K
$422K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.16KNew |
$436K - $444K
|
9.16K
$440K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-59.5K- 93.38% |
$2.83M - $2.88M
|
4.22K
$202K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.52KClosed |
$72.3K - $73.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$576K - $600K
|
11.9K
$571K
|
|