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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-75- 0.66% |
$3.56K - $3.6K
|
11.2K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-76- 1.27% |
$3.6K - $3.65K
|
5.91K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 1.52% |
$4.03K - $4.08K
|
5.51K
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.51% |
$5.45K - $5.52K
|
22.5K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-196- 29.56% |
$9.29K - $9.41K
|
467
$22.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-308- 5.82% |
$14.6K - $14.8K
|
4.99K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-317- 80.66% |
$15K - $15.2K
|
76
$3.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-376- 0.41% |
$17.8K - $18K
|
90.7K
$4.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-384- 4.82% |
$18.2K - $18.4K
|
7.58K
$365K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-442- 1.68% |
$21K - $21.2K
|
25.9K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-530- 0.54% |
$25.1K - $25.4K
|
97.5K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-576- 0.31% |
$27.3K - $27.6K
|
188K
$9.02M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-672- 0.29% |
$31.9K - $32.3K
|
230K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-761- 2.21% |
$36.1K - $36.5K
|
33.6K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-909- 16.88% |
$43.1K - $43.6K
|
4.48K
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-946- 9.2% |
$44.8K - $45.4K
|
9.34K
$449K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-960- 10.25% |
$45.5K - $46.1K
|
8.41K
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.06K- 0.4% |
$50.4K - $51.1K
|
268K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.17K- 1.91% |
$55.4K - $56.1K
|
60.1K
$2.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.51K- 3.19% |
$71.4K - $72.3K
|
45.7K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 4.2% |
$79.9K - $80.9K
|
38.5K
$1.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.94K- 4.05% |
$92.1K - $93.3K
|
46.1K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.15K- 18.61% |
$102K - $103K
|
9.4K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.15K- 2.16% |
$102K - $103K
|
97.6K
$4.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.19K- 3.32% |
$104K - $105K
|
63.8K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 2.92% |
$105K - $106K
|
73.4K
$3.53M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.53K- 21.49% |
$120K - $121K
|
9.24K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 13.06% |
$150K - $152K
|
21K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.68K- 3.57% |
$174K - $176K
|
99.4K
$4.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.68K- 26.14% |
$174K - $177K
|
10.4K
$500K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.04K- 15.47% |
$192K - $194K
|
22.1K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-4.13K- 9.8% |
$196K - $198K
|
38K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.75K- 38.23% |
$272K - $276K
|
9.29K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.37K- 0.87% |
$302K - $306K
|
728K
$35M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-6.89K- 7.43% |
$327K - $331K
|
85.9K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-7.21K- 2.88% |
$342K - $346K
|
243K
$11.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 8.8% |
$744K - $754K
|
163K
$7.83M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-18.5K- 9.75% |
$876K - $887K
|
171K
$8.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-18.9K- 15.64% |
$897K - $908K
|
102K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19.7K- 39.22% |
$936K - $948K
|
30.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.4K- 10.41% |
$1.01M - $1.02M
|
184K
$8.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.8K- 47.43% |
$1.13M - $1.14M
|
26.4K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-37.4K- 2.97% |
$1.77M - $1.79M
|
1.22M
$58.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.8K- 53.75% |
$1.89M - $1.91M
|
34.2K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41.2K- 6.51% |
$1.95M - $1.98M
|
592K
$28.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 5.07% |
$2.24M - $2.27M
|
885K
$42.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.9K- 53.55% |
$2.32M - $2.35M
|
42.4K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-72.3K- 2.71% |
$3.43M - $3.47M
|
2.59M
$125M
|