Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Natl Mun Bd (DFNM)

DFNM Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q3 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
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

BUY
 -
1.73M
New
$80.5M - $84.3M
1.73M $83M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
760K
+ 4757.11%
$35.4M - $37.1M
776K $37.3M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
760K
+ 4757.11%
$35.4M - $37.1M
776K $37.3M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
237K
+ 157.88%
$11.1M - $11.6M
388K $18.7M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
161K
+ 422.42%
$7.49M - $7.85M
199K $9.55M
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
90.9K
New
$4.24M - $4.45M
90.9K $4.37M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
81.4K
New
$3.79M - $3.98M
81.4K $3.91M
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
73.7K
New
$3.44M - $3.6M
73.7K $3.54M
Nov 09, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
47.8K
New
$2.23M - $2.34M
47.8K $2.3M
Jan 12, 2023 Q3 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
37.3K
New
$1.74M - $1.82M
37.3K $1.79M
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
32.7K
+ 43.13%
$1.52M - $1.6M
108K $5.21M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
30K
New
$1.4M - $1.47M
30K $1.44M
Nov 01, 2022 Q3 2022
Mattern Wealth Management LLC

BUY
 -
28.4K
+ 160.25%
$1.33M - $1.39M
46.2K $2.22M
Nov 10, 2022 Q3 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
28.3K
+ 323.42%
$1.32M - $1.39M
37.1K $1.78M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
28.3K
+ 159.19%
$1.32M - $1.38M
46K $2.21M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
27.6K
+ 37.41%
$1.29M - $1.35M
101K $4.87M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
17.8K
+ 45.11%
$831K - $870K
57.3K $2.75M
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
17.7K
+ 7.86%
$828K - $868K
243K $11.7M
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
16K
+ 287.38%
$745K - $780K
21.5K $1.03M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
15.8K
+ 37.36%
$737K - $772K
58.1K $2.79M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

BUY
 -
15.5K
New
$724K - $759K
15.5K $747K
Oct 28, 2022 Q3 2022
Wealthstream Advisors, Inc.

BUY
 -
14.6K
New
$681K - $714K
14.6K $703K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
12.6K
+ 33.54%
$588K - $617K
50.2K $2.42M
Oct 11, 2022 Q3 2022
West Financial Advisors, LLC

BUY
 -
10.1K
New
$473K - $496K
10.1K $488K
Oct 17, 2022 Q3 2022
Waypoint Capital Advisors, LLC

BUY
 -
8.78K
New
$410K - $429K
8.78K $422K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.76K
+ 101.58%
$362K - $379K
15.4K $741K
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
7.63K
New
$356K - $373K
7.63K $367K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
7.24K
+ 64.61%
$338K - $354K
18.4K $887K
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.16K
New
$334K - $350K
7.16K $344K
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
6.77K
+ 57.4%
$316K - $331K
18.6K $893K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.62K
+ 4.23%
$309K - $324K
163K $7.85M
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
5.3K
New
$247K - $259K
5.3K $255K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
4.49K
New
$209K - $219K
4.49K $216K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
4.23K
+ 47.89%
$197K - $207K
13.1K $628K
Oct 25, 2022 Q3 2022
Shearwater Capital LLC

BUY
 -
4.21K
+ 39.81%
$196K - $206K
14.8K $711K
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3.77K
+ 79.39%
$176K - $184K
8.52K $410K
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
3.44K
+ 72.74%
$160K - $168K
8.16K $392K
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
2.55K
+ 25.97%
$119K - $124K
12.3K $594K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
2.06K
+ 3.23%
$96.3K - $101K
65.9K $3.17M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
1.91K
+ 37.95%
$89.1K - $93.3K
6.94K $334K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1.86K
+ 305.92%
$86.8K - $90.9K
2.47K $119K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
1.49K
+ 6.33%
$69.4K - $72.7K
25K $1.2M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.05K
+ 15.85%
$48.8K - $51.1K
7.65K $368K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
624
New
$29.1K - $30.5K
624 $30K
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
498
+ 5.16%
$23.2K - $24.3K
10.2K $488K
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
430
New
$20.1K - $21K
430 $20.7K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
356
+ 3.03%
$16.6K - $17.4K
12.1K $582K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
314
New
$14.6K - $15.4K
314 $15.1K
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
310
+ 0.85%
$14.5K - $15.2K
36.7K $1.76M

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