Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
134+ 2.63% |
$6.25K - $6.55K
|
5.23K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
30+ 0.38% |
$1.4K - $1.47K
|
7.96K
$381K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
22+ 0.44% |
$1.03K - $1.08K
|
5.01K
$239K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 3.75% |
$1.59K - $1.66K
|
872
$41.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-363- 7.73% |
$16.9K - $17.7K
|
4.33K
$207K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-667- 2.85% |
$31.1K - $32.6K
|
22.8K
$1.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-707- 6.58% |
$33K - $34.6K
|
10K
$480K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.18K- 9.71% |
$55K - $57.6K
|
11K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.29K- 13.58% |
$60.2K - $63.1K
|
8.21K
$393K
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.05K- 14.01% |
$142K - $149K
|
18.7K
$896K
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5.05K- 14.29% |
$235K - $247K
|
30.3K
$1.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-34.8K- 40.16% |
$1.62M - $1.7M
|
51.9K
$2.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-39.9K- 19.16% |
$1.86M - $1.95M
|
168K
$8.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
SELL
|
- |
-332K- 84.9% |
$15.5M - $16.3M
|
59.1K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-660K- 91.93% |
$30.8M - $32.3M
|
58K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-660K- 91.93% |
$30.8M - $32.3M
|
58K
$2.77M
|