Purchases and Sales Made in Q4 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 Q4 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
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

BUY
 -
874K
New
$40.6M - $42M
874K $41.9M
Feb 09, 2023 Q4 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
394K
+ 5161.12%
$18.3M - $18.9M
402K $19.2M
Jan 27, 2023 Q4 2022
Asset Planning Corporation

BUY
 -
308K
New
$14.3M - $14.8M
308K $14.8M
Jan 03, 2023 Q4 2022
Confluence Investment Management LLC

BUY
 -
237K
New
$11M - $11.4M
237K $11.4M
Aug 14, 2023 Q4 2022
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
213K
New
$9.92M - $10.2M
213K $10.2M
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
212K
+ 569.83%
$9.88M - $10.2M
250K $12M
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
194K
+ 338.8%
$9.02M - $9.32M
251K $12M
Feb 06, 2023 Q4 2022
Wescott Financial Advisory Group, LLC

BUY
 -
189K
New
$8.79M - $9.08M
189K $9.06M
Feb 10, 2023 Q4 2022
Compass Financial Group, Inc.

BUY
 -
172K
New
$7.99M - $8.26M
172K $8.24M
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
154K
New
$7.18M - $7.42M
154K $7.4M
Jan 18, 2023 Q4 2022
Maryland Capital Advisors Inc.

BUY
 -
148K
New
$6.87M - $7.1M
148K $7.08M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
123K
+ 409.94%
$5.72M - $5.91M
153K $7.33M
Jan 11, 2023 Q4 2022
Signature Estate & Investment Advisors LLC

BUY
 -
99.9K
New
$4.65M - $4.8M
99.9K $4.79M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
96.6K
New
$4.49M - $4.64M
96.6K $4.63M
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
96.1K
+ 71.85%
$4.47M - $4.61M
230K $11M
Jan 11, 2023 Q4 2022
Collective Family Office LLC

BUY
 -
94.2K
+ 92.99%
$4.38M - $4.52M
195K $9.37M
Feb 09, 2023 Q4 2022
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
90.9K
New
$4.23M - $4.37M
90.9K $4.36M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
84.9K
New
$3.95M - $4.08M
84.9K $4.07M
Jul 03, 2024 Q4 2022
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
82.6K
New
$3.84M - $3.97M
82.6K $3.96M
Feb 13, 2023 Q4 2022
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
76.4K
New
$3.55M - $3.67M
76.4K $3.66M
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
70.6K
New
$3.28M - $3.39M
70.6K $3.38M
Jan 30, 2023 Q4 2022
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
67.3K
New
$3.13M - $3.23M
67.3K $3.23M
Jan 23, 2023 Q4 2022
Landmark Financial Advisors, LLC

BUY
 -
57.2K
New
$2.66M - $2.75M
57.2K $2.74M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
56.9K
+ 77.18%
$2.64M - $2.73M
131K $6.26M
Feb 03, 2023 Q4 2022
American Investment Services, Inc.

BUY
 -
49.7K
+ 402.91%
$2.31M - $2.39M
62.1K $2.98M
Feb 14, 2023 Q4 2022
Helen Stephens Group, LLC

BUY
 -
47K
New
$2.19M - $2.26M
47K $2.25M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
46.6K
+ 42.98%
$2.17M - $2.24M
155K $7.43M
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
45.4K
New
$2.11M - $2.18M
45.4K $2.18M
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
44.1K
New
$2.05M - $2.12M
44.1K $2.11M
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
43.6K
New
$2.03M - $2.09M
43.6K $2.09M
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
40.8K
New
$1.9M - $1.96M
40.8K $1.96M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
35.4K
+ 230.12%
$1.65M - $1.7M
50.8K $2.44M
Feb 14, 2023 Q4 2022
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
34.2K
New
$1.59M - $1.64M
34.2K $1.64M
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
34.2K
+ 42.03%
$1.59M - $1.64M
116K $5.54M
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
31.4K
New
$1.46M - $1.51M
31.4K $1.5M
Feb 07, 2023 Q4 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
31.2K
+ 1177.55%
$1.45M - $1.5M
33.9K $1.62M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
29.9K
+ 51.66%
$1.39M - $1.44M
87.9K $4.21M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
25.8K
+ 70.26%
$1.2M - $1.24M
62.4K $2.99M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
22.1K
+ 510.94%
$1.03M - $1.06M
26.5K $1.27M
Feb 09, 2023 Q4 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
21.6K
New
$1M - $1.04M
21.6K $1.04M
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
21.2K
New
$988K - $1.02M
21.2K $1.02M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
20.1K
+ 183.24%
$934K - $965K
31.1K $1.49M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
16.5K
+ 312.21%
$769K - $794K
21.8K $1.05M
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
11.2K
+ 454.62%
$522K - $539K
13.7K $656K
Dec 06, 2024 Q4 2022
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
9.99K
+ 88.47%
$464K - $480K
21.3K $1.02M
Feb 13, 2023 Q4 2022
Retirement Guys Formula LLC

BUY
 -
9.8K
New
$456K - $471K
9.8K $470K
Feb 07, 2023 Q4 2022
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
9.76K
New
$454K - $469K
9.76K $468K
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

BUY
 -
9.4K
New
$437K - $451K
9.4K $450K
Feb 07, 2023 Q4 2022
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
9.26K
New
$431K - $445K
9.26K $444K

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