Latest Institutional Purchases of Dimensional ETF Tr Natl Mun Bd (DFNM)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.41% |
$2.95K - $3.1K
|
15.7K
$752K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
104KNew |
$4.82M - $4.96M
|
104K
$4.96M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.41KNew |
$251K - $259K
|
5.41K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
341New |
$15.8K - $16.3K
|
341
$16.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
319New |
$14.8K - $15.3K
|
319
$15.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18+ 0.18% |
$836 - $861
|
9.76K
$466K
|
|
| 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 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
196+ 1.24% |
$9.24K - $9.53K
|
16K
$763K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.63K+ 44.48% |
$409K - $420K
|
28K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.5KNew |
$261K - $268K
|
5.5K
$263K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.14KNew |
$196K - $202K
|
4.14K
$198K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$67.4K - $69.2K
|
1.42K
$68K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.06K+ 11.7% |
$50.2K - $51.6K
|
10.1K
$484K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
472New |
$22.4K - $23K
|
472
$22.6K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.8KNew |
$1.9M - $1.96M
|
40.8K
$1.95M
|
|
|
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
|
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
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
262New |
$12.2K - $12.6K
|
262
$12.5K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.23K+ 47.89% |
$197K - $207K
|
13.1K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.06K+ 3.23% |
$96.3K - $101K
|
65.9K
$3.15M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 2.63% |
$6.25K - $6.55K
|
5.23K
$250K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.16KNew |
$436K - $444K
|
9.16K
$438K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
8.8KNew |
$418K - $426K
|
8.8K
$420K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$576K - $600K
|
11.9K
$569K
|
|