Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-13.8K- 54.68% |
$652K - $673K
|
11.5K
$546K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-14.1K- 68.76% |
$665K - $686K
|
6.41K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-18.1K- 27.06% |
$853K - $879K
|
48.7K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-18.6K- 47.98% |
$876K - $904K
|
20.2K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-19.3K- 17.07% |
$910K - $938K
|
93.7K
$4.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-24.6K- 80.8% |
$1.16M - $1.2M
|
5.85K
$279K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-37.7K- 12.09% |
$1.78M - $1.83M
|
274K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-38.6K- 4.92% |
$1.82M - $1.87M
|
745K
$35.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.8K- 83.6% |
$2.58M - $2.66M
|
10.8K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-60.1K- 35.27% |
$2.84M - $2.92M
|
110K
$5.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-430K- 32.6% |
$20.3M - $20.9M
|
889K
$42.4M
|