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 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
3.53K+ 1.43% |
$170K - $171K
|
251K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.31K+ 2.63% |
$159K - $160K
|
129K
$6.17M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.27K+ 8.69% |
$157K - $158K
|
40.8K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.25K+ 16.84% |
$156K - $158K
|
22.6K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.74K+ 6.81% |
$132K - $133K
|
43K
$2.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.62K+ 62.22% |
$126K - $127K
|
6.82K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.2K+ 4.79% |
$106K - $106K
|
48K
$2.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.76K+ 3.61% |
$84.4K - $85.1K
|
50.3K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.56K+ 11.54% |
$74.8K - $75.5K
|
15K
$718K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 0.87% |
$69.3K - $69.9K
|
168K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.29KNew |
$62K - $62.5K
|
1.29K
$61.6K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.07K+ 3.5% |
$51.4K - $51.8K
|
31.6K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.01KNew |
$48.8K - $49.2K
|
1.01K
$48.4K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
945+ 12.49% |
$45.4K - $45.8K
|
8.51K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
912+ 9.14% |
$43.8K - $44.2K
|
10.9K
$520K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
892+ 7.37% |
$42.9K - $43.3K
|
13K
$621K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
821+ 13.67% |
$39.5K - $39.8K
|
6.83K
$326K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
788+ 42.78% |
$37.9K - $38.2K
|
2.63K
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
581+ 10.99% |
$27.9K - $28.2K
|
5.87K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
566+ 11.3% |
$27.2K - $27.4K
|
5.58K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
510+ 1.29% |
$24.5K - $24.7K
|
39.9K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
461New |
$22.2K - $22.4K
|
461
$22K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
458+ 5.95% |
$22K - $22.2K
|
8.15K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
404+ 0.41% |
$19.4K - $19.6K
|
98K
$4.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
400+ 8.02% |
$19.2K - $19.4K
|
5.39K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
377+ 1.11% |
$18.1K - $18.3K
|
34.4K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
377+ 2356.25% |
$18.1K - $18.3K
|
393
$18.8K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
375+ 1.77% |
$18K - $18.2K
|
21.5K
$1.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368+ 4.27% |
$17.7K - $17.8K
|
8.99K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368+ 4.27% |
$17.7K - $17.8K
|
8.99K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
341+ 2.0% |
$16.4K - $16.5K
|
17.4K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
323New |
$15.5K - $15.7K
|
323
$15.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
268+ 0.15% |
$12.9K - $13K
|
178K
$8.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
79+ 0.42% |
$3.8K - $3.83K
|
19K
$908K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
73+ 0.39% |
$3.51K - $3.54K
|
18.6K
$887K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.47% |
$2.5K - $2.52K
|
11.1K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
34+ 0.32% |
$1.63K - $1.65K
|
10.6K
$507K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24+ 0.47% |
$1.15K - $1.16K
|
5.09K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.05% |
$721 - $727
|
32.5K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14+ 0.12% |
$673 - $679
|
11.6K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.0% |
$48.1 - $48.5
|
51.4K
$2.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.33% |
$48.1 - $48.5
|
300
$14.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9- 0.04% |
$433 - $436
|
20.7K
$987K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-58- 0.19% |
$2.79K - $2.81K
|
31.2K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-145- 2.36% |
$6.97K - $7.03K
|
5.99K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-216- 1.84% |
$10.4K - $10.5K
|
11.5K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-228- 2.35% |
$11K - $11.1K
|
9.47K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-333- 0.33% |
$16K - $16.1K
|
99.8K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-376- 4.91% |
$18.1K - $18.2K
|
7.28K
$348K
|