Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.13K+ 1.53% |
$148K - $152K
|
208K
$9.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.93K+ 6.24% |
$139K - $143K
|
49.9K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.61K+ 1.55% |
$124K - $127K
|
171K
$8.17M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.53K+ 1.07% |
$120K - $123K
|
240K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.53K+ 18.49% |
$120K - $123K
|
16.2K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.14KNew |
$102K - $104K
|
2.14K
$102K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.06K+ 4.17% |
$97.7K - $100K
|
51.5K
$2.45M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.85K+ 14.13% |
$87.7K - $90.1K
|
14.9K
$712K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59K+ 2.54% |
$75.2K - $77.3K
|
64K
$3.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$67.4K - $69.2K
|
1.42K
$67.8K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.2KNew |
$57.1K - $58.6K
|
1.2K
$57.4K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.06K+ 11.7% |
$50.2K - $51.6K
|
10.1K
$482K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.02K+ 12.38% |
$48.1K - $49.4K
|
9.21K
$439K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1K+ 22.22% |
$47.4K - $48.7K
|
5.5K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
877+ 78.02% |
$41.6K - $42.7K
|
2K
$95.4K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
809+ 5.2% |
$38.3K - $39.4K
|
16.4K
$780K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
695+ 2.78% |
$32.9K - $33.8K
|
25.7K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
620+ 7.28% |
$29.4K - $30.2K
|
9.14K
$435K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
555New |
$26.3K - $27K
|
555
$26.5K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
472New |
$22.4K - $23K
|
472
$22.5K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
413+ 0.27% |
$19.6K - $20.1K
|
153K
$7.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
392+ 0.41% |
$18.6K - $19.1K
|
97K
$4.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
389+ 3.93% |
$18.4K - $18.9K
|
10.3K
$491K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
290+ 0.86% |
$13.7K - $14.1K
|
34.1K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
244+ 4.18% |
$11.6K - $11.9K
|
6.09K
$290K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
135+ 1.46% |
$6.4K - $6.57K
|
9.37K
$447K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
116+ 20.46% |
$5.5K - $5.65K
|
683
$32.6K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
65+ 0.41% |
$3.08K - $3.16K
|
15.8K
$751K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 0.6% |
$1.42K - $1.46K
|
5.05K
$241K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 2.24% |
$1.14K - $1.17K
|
1.1K
$52.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.13% |
$569 - $584
|
9.31K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$569 - $584
|
12
$572
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.57% |
$237 - $243
|
877
$41.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-42- 0.79% |
$1.99K - $2.04K
|
5.29K
$252K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-377- 20.47% |
$17.9K - $18.4K
|
1.47K
$69.8K
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-405- 3.59% |
$19.2K - $19.7K
|
10.9K
$519K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-526- 2.46% |
$24.9K - $25.6K
|
20.9K
$995K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-692- 0.76% |
$32.8K - $33.7K
|
90.2K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-789- 1.77% |
$37.4K - $38.4K
|
43.8K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-885- 2.85% |
$41.9K - $43.1K
|
30.2K
$1.44M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-977- 2.78% |
$46.3K - $47.6K
|
34.1K
$1.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 22.33% |
$74.1K - $76.1K
|
5.44K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 7.18% |
$79.3K - $81.4K
|
21.6K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.94K- 1.13% |
$91.9K - $94.4K
|
170K
$8.1M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.17K- 22.24% |
$103K - $106K
|
7.59K
$362K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.31K- 2.8% |
$110K - $113K
|
80.3K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.51K- 2.17% |
$119K - $122K
|
113K
$5.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.8K- 1.23% |
$133K - $136K
|
225K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.74K- 10.92% |
$177K - $182K
|
30.5K
$1.45M
|