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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.86M- 97.92% |
$184M - $188M
|
82.1K
$3.94M
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-243K- 97.91% |
$11.6M - $11.8M
|
5.2K
$250K
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-66K- 14.21% |
$3.14M - $3.21M
|
398K
$19.1M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-49.7K- 4.16% |
$2.37M - $2.41M
|
1.14M
$54.9M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-34K- 3.99% |
$1.62M - $1.65M
|
819K
$39.3M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.9K- 22.7% |
$1.09M - $1.11M
|
78K
$3.74M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.3K- 2.97% |
$1.02M - $1.04M
|
697K
$33.5M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19.6K- 80.79% |
$936K - $955K
|
4.67K
$224K
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-18.8K- 25.35% |
$896K - $914K
|
55.4K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.2K- 13.99% |
$867K - $885K
|
112K
$5.38M
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-15.8K- 22.07% |
$755K - $770K
|
55.9K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 28.64% |
$714K - $728K
|
37.3K
$1.79M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-14.2K- 30.75% |
$677K - $690K
|
32K
$1.54M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 51.83% |
$552K - $563K
|
10.8K
$517K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-11K- 5.98% |
$525K - $536K
|
173K
$8.31M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.8K- 39.36% |
$513K - $524K
|
16.6K
$797K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.3K- 8.37% |
$443K - $452K
|
102K
$4.89M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.56K- 4.6% |
$408K - $416K
|
177K
$8.52M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.45K- 22.58% |
$355K - $362K
|
25.6K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.27K- 17.77% |
$347K - $353K
|
33.7K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.24K- 7.6% |
$345K - $352K
|
88K
$4.23M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.23K- 58.33% |
$297K - $303K
|
4.45K
$214K
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.22K- 3.28% |
$297K - $302K
|
184K
$8.82M
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-6.17K- 21.46% |
$294K - $300K
|
22.6K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6K- 6.8% |
$286K - $292K
|
82.3K
$3.95M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.56K- 6.12% |
$265K - $270K
|
85.2K
$4.09M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.07K- 5.08% |
$242K - $246K
|
94.6K
$4.54M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.22K- 39.28% |
$201K - $205K
|
6.52K
$313K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.71K- 12.54% |
$177K - $180K
|
25.9K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.33K- 67.34% |
$159K - $162K
|
1.62K
$77.6K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.12K- 6.29% |
$149K - $152K
|
46.5K
$2.23M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.11K- 35.5% |
$148K - $151K
|
5.65K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2.9K- 25.66% |
$138K - $141K
|
8.39K
$403K
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.69K- 12.09% |
$128K - $130K
|
19.5K
$937K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.1K- 19.2% |
$100K - $102K
|
8.84K
$424K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.95K- 12.08% |
$92.7K - $94.5K
|
14.2K
$680K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$86.1K - $87.8K
|
39.7K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.78K- 18.83% |
$85K - $86.7K
|
7.69K
$369K
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.51K- 5.19% |
$71.9K - $73.3K
|
27.5K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 14.25% |
$71.4K - $72.9K
|
9.02K
$433K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 5.96% |
$54.9K - $56K
|
18.2K
$873K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-950- 16.11% |
$45.3K - $46.2K
|
4.95K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-949- 2.42% |
$45.2K - $46.1K
|
38.3K
$1.84M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-843- 72.99% |
$40.2K - $41K
|
312
$15K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-620- 10.89% |
$29.5K - $30.1K
|
5.07K
$244K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-566- 0.62% |
$27K - $27.5K
|
90.1K
$4.33M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-321- 0.99% |
$15.3K - $15.6K
|
31.9K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-300- 1.26% |
$14.3K - $14.6K
|
23.6K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-279- 0.65% |
$13.3K - $13.6K
|
42.8K
$2.06M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-64- 0.92% |
$3.05K - $3.11K
|
6.88K
$330K
|