Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.16M+ 1197.63% |
$55.8M - $56.2M
|
1.26M
$60M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
932KNew |
$44.8M - $45.2M
|
932K
$44.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
372K+ 371.16% |
$17.9M - $18M
|
473K
$22.6M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
287K+ 12.06% |
$13.8M - $13.9M
|
2.66M
$127M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
218K+ 30.93% |
$10.5M - $10.6M
|
924K
$44.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
182K+ 916.07% |
$8.77M - $8.84M
|
202K
$9.66M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
92KNew |
$4.43M - $4.46M
|
92K
$4.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
81.4K+ 18.68% |
$3.91M - $3.95M
|
517K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.6KNew |
$3.78M - $3.81M
|
78.6K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
42.7K+ 10.67% |
$2.05M - $2.07M
|
442K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.1K+ 518.88% |
$2.02M - $2.04M
|
50.2K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
37.8K+ 5.8% |
$1.82M - $1.83M
|
690K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.1K+ 50.05% |
$1.49M - $1.51M
|
93.2K
$4.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.8K+ 42.59% |
$1.48M - $1.49M
|
103K
$4.92M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30K+ 143.01% |
$1.44M - $1.46M
|
51K
$2.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.1K+ 5.24% |
$1.4M - $1.41M
|
584K
$27.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.9K+ 9.84% |
$1.34M - $1.36M
|
312K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.7K+ 11.47% |
$1.33M - $1.34M
|
269K
$12.8M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.1K+ 5.11% |
$1.21M - $1.22M
|
516K
$24.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 90.22% |
$1.15M - $1.16M
|
50.2K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 9.04% |
$968K - $977K
|
243K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
17.9K+ 7.38% |
$860K - $867K
|
260K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
17.6K+ 127.1% |
$845K - $852K
|
31.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
16.8K+ 166.37% |
$807K - $813K
|
26.9K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
16.7K+ 21.88% |
$801K - $808K
|
92.8K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.7K+ 20.5% |
$709K - $715K
|
86.7K
$4.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
14.1KNew |
$677K - $683K
|
14.1K
$672K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
13.1K+ 5.07% |
$631K - $636K
|
272K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 108.85% |
$606K - $612K
|
24.2K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.69K+ 198.09% |
$418K - $421K
|
13.1K
$625K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.33KNew |
$400K - $404K
|
8.33K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7.93K+ 24.95% |
$381K - $385K
|
39.7K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.82KNew |
$376K - $379K
|
7.82K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.53K+ 1.04% |
$362K - $365K
|
734K
$35.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.92KNew |
$333K - $335K
|
6.92K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.48KNew |
$312K - $314K
|
6.48K
$310K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
6.3K+ 8.39% |
$303K - $306K
|
81.5K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.99K+ 7.48% |
$288K - $291K
|
86.1K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5.87K+ 1.86% |
$282K - $284K
|
322K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
5.73K+ 33.07% |
$275K - $278K
|
23.1K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 1014.41% |
$271K - $273K
|
6.19K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.59KNew |
$269K - $271K
|
5.59K
$267K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.99K+ 2.7% |
$240K - $242K
|
190K
$9.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.25K+ 41.72% |
$204K - $206K
|
14.4K
$689K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.13KNew |
$198K - $200K
|
4.13K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.01K+ 25.2% |
$193K - $194K
|
19.9K
$951K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.73K+ 12.65% |
$179K - $181K
|
33.2K
$1.59M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.64K+ 4.94% |
$175K - $176K
|
77.2K
$3.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.56KNew |
$171K - $173K
|
3.56K
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.54K+ 6.12% |
$170K - $172K
|
61.3K
$2.93M
|