Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
272K+ 29.49% |
$12.9M - $13.1M
|
1.2M
$57.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
158K+ 58.07% |
$7.49M - $7.59M
|
430K
$20.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
63.2K+ 12.23% |
$3M - $3.03M
|
580K
$27.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.5KNew |
$2.92M - $2.95M
|
61.5K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
52.2KNew |
$2.47M - $2.51M
|
52.2K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.5K+ 9.4% |
$2.3M - $2.33M
|
564K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.4K+ 51.96% |
$2.3M - $2.32M
|
142K
$6.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44.1K+ 14.13% |
$2.09M - $2.12M
|
356K
$17.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41.1K+ 80.45% |
$1.95M - $1.97M
|
92.1K
$4.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.2K+ 381.36% |
$1.9M - $1.93M
|
50.7K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
38.6K+ 8.71% |
$1.83M - $1.85M
|
481K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
32.1K+ 12.33% |
$1.52M - $1.54M
|
292K
$14M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.1KNew |
$1.47M - $1.49M
|
31.1K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
25.5K+ 36.03% |
$1.21M - $1.22M
|
96.3K
$4.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24.7K+ 7.67% |
$1.17M - $1.19M
|
347K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 9.24% |
$886K - $897K
|
221K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.3K+ 87.1% |
$870K - $881K
|
39.4K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 2.98% |
$827K - $837K
|
602K
$28.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8K+ 17.24% |
$704K - $713K
|
101K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
14.2K+ 17.42% |
$673K - $681K
|
95.7K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
13.2KNew |
$626K - $634K
|
13.2K
$633K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.6K+ 106.16% |
$550K - $557K
|
22.5K
$1.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 33.73% |
$531K - $538K
|
44.5K
$2.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
11.1K+ 63.51% |
$524K - $530K
|
28.4K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.9KNew |
$519K - $525K
|
10.9K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
9.37KNew |
$444K - $450K
|
9.37K
$449K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
8.94K+ 5.32% |
$424K - $429K
|
177K
$8.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.85K+ 28.34% |
$419K - $425K
|
40.1K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.74K+ 1.27% |
$414K - $419K
|
698K
$33.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8KNew |
$379K - $384K
|
8K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.49KNew |
$355K - $359K
|
7.49K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.92K+ 10.63% |
$328K - $332K
|
72.1K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42K+ 2.64% |
$304K - $308K
|
249K
$12M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.41K+ 0.76% |
$304K - $308K
|
848K
$40.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.33KNew |
$300K - $304K
|
6.33K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.25KNew |
$296K - $300K
|
6.25K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.17K+ 17.95% |
$292K - $296K
|
40.5K
$1.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.94K+ 40.29% |
$282K - $285K
|
20.7K
$992K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.73K+ 3.21% |
$271K - $275K
|
184K
$8.82M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.45K+ 27.07% |
$258K - $261K
|
25.6K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
4.98K+ 19.79% |
$236K - $239K
|
30.1K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.88KNew |
$231K - $234K
|
4.88K
$234K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.81KNew |
$228K - $231K
|
4.81K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.61KNew |
$218K - $221K
|
4.61K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.6KNew |
$218K - $221K
|
4.6K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.54K+ 5.24% |
$215K - $218K
|
91.2K
$4.37M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
4.28K+ 18.55% |
$203K - $205K
|
27.3K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.26KNew |
$202K - $205K
|
4.26K
$204K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 0.82% |
$184K - $187K
|
476K
$22.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.8K+ 72.37% |
$180K - $182K
|
9.04K
$433K
|