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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-279- 0.65% |
$13.3K - $13.6K
|
42.8K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-300- 1.26% |
$14.3K - $14.6K
|
23.6K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-321- 0.99% |
$15.3K - $15.6K
|
31.9K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-566- 0.62% |
$27K - $27.5K
|
90.1K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-620- 10.89% |
$29.5K - $30.1K
|
5.07K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-843- 72.99% |
$40.2K - $41K
|
312
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-949- 2.42% |
$45.2K - $46.1K
|
38.3K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-950- 16.11% |
$45.3K - $46.2K
|
4.95K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 5.96% |
$54.9K - $56K
|
18.2K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 14.25% |
$71.4K - $72.9K
|
9.02K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.51K- 5.19% |
$71.9K - $73.3K
|
27.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.78K- 18.83% |
$85K - $86.7K
|
7.69K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$86.1K - $87.8K
|
39.7K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.95K- 12.08% |
$92.7K - $94.5K
|
14.2K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.1K- 19.2% |
$100K - $102K
|
8.84K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.69K- 12.09% |
$128K - $130K
|
19.5K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2.9K- 25.66% |
$138K - $141K
|
8.39K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.11K- 35.5% |
$148K - $151K
|
5.65K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.12K- 6.29% |
$149K - $152K
|
46.5K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.33K- 67.34% |
$159K - $162K
|
1.62K
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.71K- 12.54% |
$177K - $180K
|
25.9K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.22K- 39.28% |
$201K - $205K
|
6.52K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.07K- 5.08% |
$242K - $246K
|
94.6K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.56K- 6.12% |
$265K - $270K
|
85.2K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6K- 6.8% |
$286K - $292K
|
82.3K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-6.17K- 21.46% |
$294K - $300K
|
22.6K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.22K- 3.28% |
$297K - $302K
|
184K
$8.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.23K- 58.33% |
$297K - $303K
|
4.45K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.24K- 7.6% |
$345K - $352K
|
88K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.27K- 17.77% |
$347K - $353K
|
33.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.45K- 22.58% |
$355K - $362K
|
25.6K
$1.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.56K- 4.6% |
$408K - $416K
|
177K
$8.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.3K- 8.37% |
$443K - $452K
|
102K
$4.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.8K- 39.36% |
$513K - $524K
|
16.6K
$800K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-11K- 5.98% |
$525K - $536K
|
173K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 51.83% |
$552K - $563K
|
10.8K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-14.2K- 30.75% |
$677K - $690K
|
32K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 28.64% |
$714K - $728K
|
37.3K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-15.8K- 22.07% |
$755K - $770K
|
55.9K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.2K- 13.99% |
$867K - $885K
|
112K
$5.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-18.8K- 25.35% |
$896K - $914K
|
55.4K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19.6K- 80.79% |
$936K - $955K
|
4.67K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.3K- 2.97% |
$1.02M - $1.04M
|
697K
$33.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.9K- 22.7% |
$1.09M - $1.11M
|
78K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-34K- 3.99% |
$1.62M - $1.65M
|
819K
$39.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-49.7K- 4.16% |
$2.37M - $2.41M
|
1.14M
$55.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-66K- 14.21% |
$3.14M - $3.21M
|
398K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-243K- 97.91% |
$11.6M - $11.8M
|
5.2K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.86M- 97.92% |
$184M - $188M
|
82.1K
$3.96M
|