Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.33K+ 3.41% |
$63.6K - $64.8K
|
40.5K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.28K+ 1.61% |
$60.9K - $62.1K
|
80.7K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 28.57% |
$57.2K - $58.3K
|
5.4K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.02K+ 8.8% |
$48.7K - $49.7K
|
12.6K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 13.58% |
$48.7K - $49.7K
|
8.55K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
958+ 2.44% |
$45.6K - $46.6K
|
40.2K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
831New |
$39.6K - $40.4K
|
831
$40.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
775+ 1.91% |
$36.9K - $37.7K
|
41.3K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
717+ 10.74% |
$34.2K - $34.8K
|
7.39K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
704+ 3.0% |
$33.5K - $34.2K
|
24.1K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
688+ 11.56% |
$32.8K - $33.4K
|
6.64K
$320K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
670+ 6.62% |
$31.9K - $32.6K
|
10.8K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
632+ 7.0% |
$30.1K - $30.7K
|
9.67K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
590+ 0.81% |
$28.1K - $28.7K
|
73.7K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
574+ 7.2% |
$27.4K - $27.9K
|
8.54K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
557+ 2.43% |
$26.5K - $27.1K
|
23.5K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
540+ 4.57% |
$25.7K - $26.2K
|
12.4K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
519+ 11.09% |
$24.7K - $25.2K
|
5.2K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
493+ 5.42% |
$23.5K - $24K
|
9.59K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
412New |
$19.6K - $20K
|
412
$19.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
357+ 6.85% |
$17K - $17.4K
|
5.57K
$268K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
356+ 1.64% |
$17K - $17.3K
|
22.1K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
306New |
$14.6K - $14.9K
|
306
$14.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
301+ 2.59% |
$14.3K - $14.6K
|
11.9K
$576K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 3.4% |
$14.3K - $14.6K
|
9.13K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
275+ 1.32% |
$13.1K - $13.4K
|
21.1K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
240+ 2.98% |
$11.4K - $11.7K
|
8.3K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176New |
$8.39K - $8.55K
|
176
$8.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
166+ 2.49% |
$7.91K - $8.07K
|
6.84K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
138New |
$6.58K - $6.71K
|
138
$6.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
117+ 1.35% |
$5.58K - $5.69K
|
8.77K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 15.75% |
$5.19K - $5.3K
|
801
$38.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
100+ 0.93% |
$4.77K - $4.86K
|
10.9K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
88+ 0.93% |
$4.19K - $4.28K
|
9.51K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.08% |
$3.53K - $3.6K
|
95.8K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
57+ 0.92% |
$2.72K - $2.77K
|
6.24K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
57+ 0.94% |
$2.72K - $2.77K
|
6.12K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
48+ 0.93% |
$2.29K - $2.33K
|
5.21K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 2.29% |
$1.52K - $1.56K
|
1.43K
$69.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18+ 0.36% |
$858 - $875
|
4.96K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14+ 0.24% |
$667 - $680
|
5.87K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 0.81% |
$667 - $680
|
1.74K
$84.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$191 - $194
|
471
$22.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$143 - $146
|
307
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.02% |
$47.7 - $48.6
|
5.91K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-9- 0.17% |
$429 - $437
|
5.39K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-35- 0.6% |
$1.67K - $1.7K
|
5.82K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 6.96% |
$3K - $3.06K
|
842
$40.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-64- 0.92% |
$3.05K - $3.11K
|
6.88K
$332K
|