Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q1 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR NATL MUN BD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
320KNew |
$15.5M - $16.1M
|
320K
$15.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
181KNew |
$8.77M - $9.13M
|
181K
$8.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
105KNew |
$5.08M - $5.29M
|
105K
$5.05M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
63.7KNew |
$3.08M - $3.21M
|
63.7K
$3.06M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
53.7K+ 39.33% |
$2.6M - $2.7M
|
190K
$9.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
43.8KNew |
$2.12M - $2.2M
|
43.8K
$2.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43K+ 280.61% |
$2.08M - $2.16M
|
58.3K
$2.8M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
34.9KNew |
$1.69M - $1.76M
|
34.9K
$1.68M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
21.5KNew |
$1.04M - $1.09M
|
21.5K
$1.04M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2KNew |
$929K - $968K
|
19.2K
$924K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
18.5KNew |
$896K - $933K
|
18.5K
$891K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8KNew |
$765K - $796K
|
15.8K
$760K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$576K - $600K
|
11.9K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
10.8KNew |
$520K - $541K
|
10.8K
$517K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.81KNew |
$426K - $444K
|
8.81K
$424K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.11KNew |
$392K - $408K
|
8.11K
$390K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7.5KNew |
$363K - $378K
|
7.5K
$361K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.22KNew |
$204K - $212K
|
4.22K
$203K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.79K+ 304.99% |
$183K - $191K
|
5.03K
$242K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
3.54K+ 72.96% |
$171K - $178K
|
8.39K
$403K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.22KNew |
$107K - $112K
|
2.22K
$107K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85KNew |
$89.5K - $93.2K
|
1.85K
$89K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$73.5K - $76.5K
|
1.52K
$73.1K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
906New |
$43.8K - $45.6K
|
906
$43.6K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
844+ 212.06% |
$40.8K - $42.5K
|
1.24K
$59.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
608New |
$29.4K - $30.6K
|
608
$29.2K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
456+ 6.11% |
$22.1K - $23K
|
7.92K
$381K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-856- 59.2% |
$41.4K - $43.1K
|
590
$28.4K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.5KClosed |
$509K - $530K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-65K- 32.5% |
$3.14M - $3.27M
|
135K
$6.49M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-76.6KClosed |
$3.71M - $3.86M
|
0
$0
|