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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.54K- 1.31% |
$455K - $463K
|
719K
$34.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.8K- 4.02% |
$561K - $571K
|
281K
$13.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-13.5K- 7.9% |
$645K - $656K
|
158K
$7.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.2K- 22.32% |
$679K - $691K
|
49.6K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-25.8K- 2.11% |
$1.23M - $1.25M
|
1.19M
$57M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-27.9K- 27.34% |
$1.33M - $1.35M
|
74.2K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.7K- 5.86% |
$1.65M - $1.68M
|
558K
$26.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-43.6K- 19.0% |
$2.08M - $2.12M
|
186K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-260K- 54.05% |
$12.4M - $12.6M
|
221K
$10.6M
|