Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
727KNew |
$33.6M - $35.3M
|
727K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
684K+ 3173.09% |
$31.6M - $33.2M
|
706K
$33.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
507K+ 27.12% |
$23.4M - $24.6M
|
2.38M
$114M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
153K+ 83.04% |
$7.06M - $7.42M
|
337K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$4.9M - $5.14M
|
106K
$5.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
72.5K+ 38.88% |
$3.35M - $3.52M
|
259K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
71.8KNew |
$3.31M - $3.48M
|
71.8K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
64K+ 704.47% |
$2.95M - $3.1M
|
73.1K
$3.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.9K+ 797.73% |
$2.95M - $3.1M
|
71.9K
$3.45M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
56.6K+ 13.04% |
$2.61M - $2.75M
|
491K
$23.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.8K+ 9.21% |
$2.16M - $2.27M
|
555K
$26.6M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
45K+ 24.18% |
$2.08M - $2.18M
|
231K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
43.9KNew |
$2.02M - $2.13M
|
43.9K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
43.5K+ 199.34% |
$2.01M - $2.11M
|
65.4K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
41.9K+ 111.12% |
$1.93M - $2.03M
|
79.6K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.6K+ 188.81% |
$1.88M - $1.97M
|
62.1K
$2.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
39.7K+ 14.38% |
$1.83M - $1.93M
|
316K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
39.4KNew |
$1.82M - $1.91M
|
39.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
31.8KNew |
$1.47M - $1.54M
|
31.8K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31.2K+ 21.13% |
$1.44M - $1.51M
|
179K
$8.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
30K+ 14.2% |
$1.38M - $1.46M
|
241K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
29.5K+ 68.99% |
$1.36M - $1.43M
|
72.3K
$3.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
27.3KNew |
$1.26M - $1.33M
|
27.3K
$1.31M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
26.1KNew |
$1.21M - $1.27M
|
26.1K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
25.6KNew |
$1.18M - $1.24M
|
25.6K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25.4KNew |
$1.17M - $1.23M
|
25.4K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.4K+ 9.38% |
$1.13M - $1.18M
|
284K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.7KNew |
$1.09M - $1.15M
|
23.7K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
23.5K+ 44.16% |
$1.08M - $1.14M
|
76.6K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21.1KNew |
$976K - $1.03M
|
21.1K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$919K - $966K
|
19.9K
$954K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$874K - $918K
|
18.9K
$907K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
17.5K+ 10.24% |
$810K - $851K
|
189K
$9.06M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
17.3KNew |
$800K - $840K
|
17.3K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.3K+ 8.43% |
$800K - $840K
|
223K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 52.9% |
$745K - $782K
|
46.6K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
15.9KNew |
$734K - $771K
|
15.9K
$762K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 17.3% |
$683K - $718K
|
100K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
14.1K+ 256.36% |
$651K - $684K
|
19.6K
$939K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$579K - $609K
|
12.5K
$601K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.3K+ 33.49% |
$566K - $595K
|
48.9K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.9K+ 85.25% |
$551K - $579K
|
26K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.9K+ 209.59% |
$548K - $575K
|
17.5K
$840K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8KNew |
$544K - $571K
|
11.8K
$564K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
11.8K+ 222.4% |
$543K - $571K
|
17.1K
$818K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.7KNew |
$493K - $518K
|
10.7K
$512K
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
10.6KNew |
$488K - $513K
|
10.6K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
10.5KNew |
$485K - $510K
|
10.5K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
10.2K+ 15.67% |
$470K - $494K
|
75.2K
$3.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.1KNew |
$466K - $490K
|
10.1K
$484K
|