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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.7K+ 9.27% |
$175K - $178K
|
43.6K
$2.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.67K+ 88.97% |
$174K - $176K
|
7.8K
$374K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.34K+ 7.87% |
$158K - $160K
|
45.7K
$2.19M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.29K+ 27.26% |
$156K - $158K
|
15.4K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 21.0% |
$130K - $132K
|
15.8K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.65K+ 68.61% |
$126K - $127K
|
6.52K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.55K+ 37.4% |
$121K - $123K
|
9.38K
$450K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
2.5K+ 7.92% |
$119K - $120K
|
34.1K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2K+ 10.2% |
$94.8K - $96K
|
21.6K
$1.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 3.28% |
$66.9K - $67.7K
|
44.4K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.4KNew |
$66.4K - $67.2K
|
1.4K
$67.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.17K+ 1.27% |
$55.5K - $56.2K
|
93.2K
$4.47M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.16K+ 4.14% |
$54.9K - $55.6K
|
29.2K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.11K+ 245.37% |
$52.8K - $53.5K
|
1.57K
$75.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08K+ 16.64% |
$51.1K - $51.7K
|
7.56K
$362K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.04KNew |
$49.2K - $49.8K
|
1.04K
$49.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
786+ 1.02% |
$37.3K - $37.7K
|
78K
$3.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
732+ 6.72% |
$34.7K - $35.1K
|
11.6K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
628+ 1.58% |
$29.8K - $30.1K
|
40.3K
$1.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
602New |
$28.5K - $28.9K
|
602
$28.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
572+ 8.38% |
$27.1K - $27.5K
|
7.4K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
540+ 0.42% |
$25.6K - $25.9K
|
130K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
427+ 2.15% |
$20.2K - $20.5K
|
20.3K
$974K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
411+ 0.5% |
$19.5K - $19.7K
|
82.6K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
404+ 4.75% |
$19.1K - $19.4K
|
8.91K
$427K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
403+ 0.44% |
$19.1K - $19.3K
|
91.2K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
387+ 5.32% |
$18.3K - $18.6K
|
7.67K
$367K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
376+ 1.4% |
$17.8K - $18K
|
27.2K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
347+ 2.67% |
$16.4K - $16.7K
|
13.3K
$639K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
331New |
$15.7K - $15.9K
|
331
$15.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
309+ 2.14% |
$14.6K - $14.8K
|
14.7K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
209+ 0.97% |
$9.91K - $10K
|
21.7K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
143+ 0.69% |
$6.78K - $6.86K
|
20.8K
$997K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
112+ 0.15% |
$5.31K - $5.38K
|
73.7K
$3.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
112+ 0.59% |
$5.31K - $5.38K
|
19.1K
$916K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
88+ 1.08% |
$4.17K - $4.22K
|
8.24K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
70+ 0.66% |
$3.32K - $3.36K
|
10.7K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
64+ 10.22% |
$3.03K - $3.07K
|
690
$33.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
63New |
$2.99K - $3.02K
|
63
$3.02K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41+ 0.49% |
$1.94K - $1.97K
|
8.37K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
33+ 0.65% |
$1.56K - $1.58K
|
5.13K
$246K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24+ 0.31% |
$1.14K - $1.15K
|
7.85K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24+ 0.31% |
$1.14K - $1.15K
|
7.85K
$376K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19+ 0.16% |
$901 - $912
|
11.6K
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9+ 0.15% |
$427 - $432
|
5.88K
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$284 - $288
|
6
$288
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$142 - $144
|
464
$22.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.67% |
$94.8 - $96
|
302
$14.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-21- 0.09% |
$995 - $1.01K
|
23.3K
$1.12M
|