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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-6.89K- 7.43% |
$327K - $331K
|
85.9K
$4.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.75K- 38.23% |
$272K - $276K
|
9.29K
$443K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.51K- 3.19% |
$71.4K - $72.3K
|
45.7K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-442- 1.68% |
$21K - $21.2K
|
25.9K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-308- 5.82% |
$14.6K - $14.8K
|
4.99K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-76- 1.27% |
$3.6K - $3.65K
|
5.91K
$282K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.25K- 11.09% |
$348K - $351K
|
58.1K
$2.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 29.94% |
$113K - $114K
|
5.52K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-228- 2.35% |
$11K - $11.1K
|
9.47K
$451K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-37.3K- 3.98% |
$1.72M - $1.81M
|
901K
$42.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65K- 52.77% |
$261K - $274K
|
5.06K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.24K- 34.06% |
$196K - $205K
|
8.2K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 20.15% |
$95.6K - $100K
|
8.2K
$391K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 2.34% |
$1.06K - $1.12K
|
961
$45.8K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-98.7K- 64.09% |
$4.58M - $4.72M
|
55.3K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.27K- 8.34% |
$105K - $108K
|
24.9K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 21.38% |
$87.2K - $89.7K
|
6.9K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-637- 6.5% |
$29.6K - $30.5K
|
9.16K
$437K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.1K- 14.13% |
$616K - $635K
|
79.3K
$3.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 50.23% |
$494K - $510K
|
10.4K
$495K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.82K- 0.81% |
$85.6K - $88.3K
|
223K
$10.6M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-93.7K- 93.78% |
$4.44M - $4.56M
|
6.21K
$296K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.9K- 8.84% |
$185K - $190K
|
40.2K
$1.92M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 50.0% |
$23.3K - $24K
|
500
$23.8K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
SELL
|
- |
-332K- 84.9% |
$15.5M - $16.3M
|
59.1K
$2.82M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-135KClosed |
$6.42M - $6.54M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-59.5K- 93.38% |
$2.83M - $2.88M
|
4.22K
$201K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.52KClosed |
$72.3K - $73.6K
|
0
$0
|
|