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 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
40+ 0.04% |
$1.91K - $1.94K
|
90.7K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36+ 0.27% |
$1.72K - $1.75K
|
13.2K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
34+ 0.66% |
$1.62K - $1.65K
|
5.16K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.0% |
$859 - $874
|
602K
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 7.89% |
$286 - $291
|
82
$3.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$143 - $146
|
467
$22.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.66% |
$95.4 - $97.1
|
304
$14.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 1.07% |
$239 - $243
|
462
$22.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.07% |
$382 - $388
|
11.6K
$556K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-71- 0.24% |
$3.39K - $3.45K
|
29.1K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-80- 0.28% |
$3.82K - $3.88K
|
28.4K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-135- 2.37% |
$6.44K - $6.55K
|
5.57K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-139- 1.81% |
$6.63K - $6.75K
|
7.53K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-184- 0.47% |
$8.78K - $8.93K
|
39.2K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-208- 2.3% |
$9.92K - $10.1K
|
8.83K
$422K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-248- 0.91% |
$11.8K - $12K
|
27K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-283- 3.03% |
$13.5K - $13.7K
|
9.05K
$432K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-297- 5.4% |
$14.2K - $14.4K
|
5.21K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-306- 3.66% |
$14.6K - $14.9K
|
8.06K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-339- 1.5% |
$16.2K - $16.5K
|
22.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-345- 3.68% |
$16.5K - $16.7K
|
9.04K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-381- 0.21% |
$18.2K - $18.5K
|
184K
$8.77M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403- 0.44% |
$19.2K - $19.6K
|
90.8K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403- 0.44% |
$19.2K - $19.6K
|
90.8K
$4.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-448- 0.18% |
$21.4K - $21.7K
|
243K
$11.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-528- 6.73% |
$25.2K - $25.6K
|
7.32K
$350K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-544- 0.74% |
$25.9K - $26.4K
|
73.1K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-937- 10.14% |
$44.7K - $45.5K
|
8.31K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 4.63% |
$47.7K - $48.5K
|
20.6K
$984K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 1.1% |
$50.7K - $51.5K
|
95.2K
$4.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 3.57% |
$58.3K - $59.3K
|
33K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-1.39K- 4.6% |
$66.1K - $67.2K
|
28.7K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 8.55% |
$68.4K - $69.6K
|
15.3K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.47K- 17.45% |
$70K - $71.2K
|
6.94K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.47K- 3.47% |
$70.2K - $71.5K
|
40.9K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1.63K- 15.69% |
$77.8K - $79.2K
|
8.77K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 1.04% |
$80.5K - $81.9K
|
161K
$7.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.89K- 24.87% |
$89.9K - $91.5K
|
5.69K
$272K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.72K- 0.39% |
$130K - $132K
|
696K
$33.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.63K- 3.66% |
$173K - $176K
|
95.8K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.52K- 4.72% |
$215K - $219K
|
91.2K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4.92K- 5.28% |
$235K - $239K
|
88.3K
$4.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.25K- 11.82% |
$251K - $255K
|
39.2K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.69K- 15.0% |
$272K - $276K
|
32.3K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.98K- 27.08% |
$285K - $290K
|
16.1K
$769K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.29K- 20.55% |
$300K - $305K
|
24.3K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.58K- 14.39% |
$314K - $320K
|
39.2K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.81K- 12.99% |
$373K - $379K
|
52.3K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.87K- 9.52% |
$375K - $382K
|
74.8K
$3.57M
|