Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-72.3K- 2.71% |
$3.43M - $3.47M
|
2.59M
$125M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.9K- 53.55% |
$2.32M - $2.35M
|
42.4K
$2.05M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 5.07% |
$2.24M - $2.27M
|
885K
$42.8M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41.2K- 6.51% |
$1.95M - $1.98M
|
592K
$28.7M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.8K- 53.75% |
$1.89M - $1.91M
|
34.2K
$1.66M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-37.4K- 2.97% |
$1.77M - $1.79M
|
1.22M
$59M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.8K- 47.43% |
$1.13M - $1.14M
|
26.4K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.4K- 10.41% |
$1.01M - $1.02M
|
184K
$8.89M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19.7K- 39.22% |
$936K - $948K
|
30.6K
$1.48M
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-18.9K- 15.64% |
$897K - $908K
|
102K
$4.94M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-18.5K- 9.75% |
$876K - $887K
|
171K
$8.28M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 8.8% |
$744K - $754K
|
163K
$7.88M
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-7.21K- 2.88% |
$342K - $346K
|
243K
$11.8M
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-6.89K- 7.43% |
$327K - $331K
|
85.9K
$4.16M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.37K- 0.87% |
$302K - $306K
|
728K
$35.2M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.75K- 38.23% |
$272K - $276K
|
9.29K
$449K
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-4.13K- 9.8% |
$196K - $198K
|
38K
$1.84M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.04K- 15.47% |
$192K - $194K
|
22.1K
$1.07M
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.68K- 26.14% |
$174K - $177K
|
10.4K
$503K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.68K- 3.57% |
$174K - $176K
|
99.4K
$4.81M
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 13.06% |
$150K - $152K
|
21K
$1.02M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.53K- 21.49% |
$120K - $121K
|
9.24K
$447K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 2.92% |
$105K - $106K
|
73.4K
$3.55M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.19K- 3.32% |
$104K - $105K
|
63.8K
$3.09M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.15K- 2.16% |
$102K - $103K
|
97.6K
$4.72M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.15K- 18.61% |
$102K - $103K
|
9.4K
$455K
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.94K- 4.05% |
$92.1K - $93.3K
|
46.1K
$2.23M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 4.2% |
$79.9K - $80.9K
|
38.5K
$1.86M
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.51K- 3.19% |
$71.4K - $72.3K
|
45.7K
$2.21M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.17K- 1.91% |
$55.4K - $56.1K
|
60.1K
$2.91M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.06K- 0.4% |
$50.4K - $51.1K
|
268K
$13M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-960- 10.25% |
$45.5K - $46.1K
|
8.41K
$407K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-946- 9.2% |
$44.8K - $45.4K
|
9.34K
$452K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-909- 16.88% |
$43.1K - $43.6K
|
4.48K
$217K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-761- 2.21% |
$36.1K - $36.5K
|
33.6K
$1.63M
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-672- 0.29% |
$31.9K - $32.3K
|
230K
$11.1M
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-576- 0.31% |
$27.3K - $27.6K
|
188K
$9.07M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-530- 0.54% |
$25.1K - $25.4K
|
97.5K
$4.71M
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-442- 1.68% |
$21K - $21.2K
|
25.9K
$1.25M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-384- 4.82% |
$18.2K - $18.4K
|
7.58K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-376- 0.41% |
$17.8K - $18K
|
90.7K
$4.39M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-317- 80.66% |
$15K - $15.2K
|
76
$3.68K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-308- 5.82% |
$14.6K - $14.8K
|
4.99K
$241K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-196- 29.56% |
$9.29K - $9.41K
|
467
$22.6K
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.51% |
$5.45K - $5.52K
|
22.5K
$1.09M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 1.52% |
$4.03K - $4.08K
|
5.51K
$266K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-76- 1.27% |
$3.6K - $3.65K
|
5.91K
$286K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-21- 0.09% |
$995 - $1.01K
|
23.3K
$1.13M
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.25K- 11.09% |
$348K - $351K
|
58.1K
$2.81M
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 29.94% |
$113K - $114K
|
5.52K
$267K
|