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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-49.7K- 4.16% |
$2.37M - $2.41M
|
1.14M
$54.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-15.8K- 22.07% |
$755K - $770K
|
55.9K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-11K- 5.98% |
$525K - $536K
|
173K
$8.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.3K- 8.37% |
$443K - $452K
|
102K
$4.88M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.56K- 4.6% |
$408K - $416K
|
177K
$8.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.27K- 17.77% |
$347K - $353K
|
33.7K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.22K- 39.28% |
$201K - $205K
|
6.52K
$312K
|
|
|
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
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$86.1K - $87.8K
|
39.7K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 5.96% |
$54.9K - $56K
|
18.2K
$871K
|
|
|
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
$243K
|
|
|
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 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-64- 0.92% |
$3.05K - $3.11K
|
6.88K
$329K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.7K- 5.86% |
$1.65M - $1.68M
|
558K
$26.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-27.9K- 27.34% |
$1.33M - $1.35M
|
74.2K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.8K- 4.02% |
$561K - $571K
|
281K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.54K- 1.31% |
$455K - $463K
|
719K
$34.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.87K- 9.52% |
$375K - $382K
|
74.8K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.81K- 12.99% |
$373K - $379K
|
52.3K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.29K- 20.55% |
$300K - $305K
|
24.3K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.98K- 27.08% |
$285K - $290K
|
16.1K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4.92K- 5.28% |
$235K - $239K
|
88.3K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.52K- 4.72% |
$215K - $219K
|
91.2K
$4.37M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.72K- 0.39% |
$130K - $132K
|
696K
$33.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 8.55% |
$68.4K - $69.6K
|
15.3K
$735K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1.39K- 4.6% |
$66.1K - $67.2K
|
28.7K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 3.57% |
$58.3K - $59.3K
|
33K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 1.1% |
$50.7K - $51.5K
|
95.2K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 4.63% |
$47.7K - $48.5K
|
20.6K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-937- 10.14% |
$44.7K - $45.5K
|
8.31K
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-528- 6.73% |
$25.2K - $25.6K
|
7.32K
$351K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403- 0.44% |
$19.2K - $19.6K
|
90.8K
$4.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-381- 0.21% |
$18.2K - $18.5K
|
184K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-345- 3.68% |
$16.5K - $16.7K
|
9.04K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-339- 1.5% |
$16.2K - $16.5K
|
22.2K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-306- 3.66% |
$14.6K - $14.9K
|
8.06K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-297- 5.4% |
$14.2K - $14.4K
|
5.21K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-283- 3.03% |
$13.5K - $13.7K
|
9.05K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-248- 0.91% |
$11.8K - $12K
|
27K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-184- 0.47% |
$8.78K - $8.93K
|
39.2K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-139- 1.81% |
$6.63K - $6.75K
|
7.53K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-135- 2.37% |
$6.44K - $6.55K
|
5.57K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-71- 0.24% |
$3.39K - $3.45K
|
29.1K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 1.07% |
$239 - $243
|
462
$22.1K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.75K- 38.23% |
$272K - $276K
|
9.29K
$445K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.51K- 3.19% |
$71.4K - $72.3K
|
45.7K
$2.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-442- 1.68% |
$21K - $21.2K
|
25.9K
$1.24M
|
|