Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
464KNew |
$22.2M - $22.5M
|
464K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
254KNew |
$12.1M - $12.3M
|
254K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
252KNew |
$12M - $12.2M
|
252K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 8.32% |
$3.51M - $3.57M
|
958K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 45.26% |
$3.06M - $3.11M
|
206K
$9.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
51.9K+ 8.95% |
$2.48M - $2.52M
|
632K
$30.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46.1K+ 12.95% |
$2.2M - $2.24M
|
402K
$19.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
40.4K+ 9.4% |
$1.93M - $1.96M
|
471K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.7KNew |
$1.42M - $1.44M
|
29.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27.4KNew |
$1.31M - $1.33M
|
27.4K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.2K+ 4.29% |
$1.15M - $1.17M
|
588K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.13M - $1.15M
|
23.6K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
23.5K+ 6.78% |
$1.12M - $1.14M
|
370K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.1K+ 353.58% |
$1.05M - $1.07M
|
28.3K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.8K+ 3613.79% |
$1.04M - $1.06M
|
22.4K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
20.2K+ 0.78% |
$964K - $981K
|
2.61M
$125M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.1K+ 20.72% |
$910K - $926K
|
111K
$5.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7KNew |
$890K - $906K
|
18.7K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 6.98% |
$736K - $749K
|
236K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
14.6KNew |
$698K - $710K
|
14.6K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
14.2K+ 5.3% |
$677K - $689K
|
282K
$13.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 86.9% |
$656K - $668K
|
29.6K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
12.7K+ 37.74% |
$603K - $614K
|
46.2K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 2.63% |
$598K - $609K
|
489K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$538K - $548K
|
11.3K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10K+ 19.15% |
$477K - $485K
|
62.2K
$2.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.52K+ 9.43% |
$454K - $462K
|
110K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.5K+ 5.17% |
$453K - $461K
|
193K
$9.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9.23K+ 21.15% |
$440K - $448K
|
52.8K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.65K+ 25.74% |
$413K - $420K
|
42.3K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.54KNew |
$407K - $415K
|
8.54K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.51KNew |
$406K - $413K
|
8.51K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 4.07% |
$344K - $350K
|
184K
$8.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.06KNew |
$337K - $343K
|
7.06K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.03K+ 17.35% |
$335K - $341K
|
47.6K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.95K+ 13.72% |
$332K - $338K
|
57.7K
$2.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.93K+ 142.08% |
$331K - $336K
|
11.8K
$564K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.67KNew |
$318K - $324K
|
6.67K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.6K+ 31.88% |
$315K - $320K
|
27.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.55KNew |
$312K - $318K
|
6.55K
$313K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.51K+ 25.47% |
$311K - $316K
|
32.1K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.06KNew |
$289K - $294K
|
6.06K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.86KNew |
$279K - $284K
|
5.86K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.86KNew |
$279K - $284K
|
5.86K
$280K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.55K+ 0.66% |
$265K - $270K
|
853K
$40.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.4KNew |
$258K - $262K
|
5.4K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.15K+ 2.06% |
$246K - $250K
|
255K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.08KNew |
$242K - $247K
|
5.08K
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.95KNew |
$236K - $240K
|
4.95K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.94KNew |
$236K - $240K
|
4.94K
$236K
|