Latest Institutional Purchases of Dimensional ETF Tr Natl Mun Bd (DFNM)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 7.53% |
$47.9K - $48.7K
|
14.3K
$689K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
922New |
$44K - $44.8K
|
922
$44.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
298New |
$14.2K - $14.5K
|
298
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
241+ 0.78% |
$11.5K - $11.7K
|
31.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 7.89% |
$286 - $291
|
82
$3.94K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
272K+ 29.49% |
$12.9M - $13.1M
|
1.2M
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.5KNew |
$2.92M - $2.95M
|
61.5K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.9KNew |
$519K - $525K
|
10.9K
$525K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8KNew |
$379K - $384K
|
8K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.49KNew |
$355K - $359K
|
7.49K
$359K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.61KNew |
$218K - $221K
|
4.61K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.26KNew |
$202K - $205K
|
4.26K
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.65K+ 68.61% |
$126K - $127K
|
6.52K
$313K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.04KNew |
$49.2K - $49.8K
|
1.04K
$49.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
331New |
$15.7K - $15.9K
|
331
$15.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
309+ 2.14% |
$14.6K - $14.8K
|
14.7K
$708K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$284 - $288
|
6
$288
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
17.6K+ 127.1% |
$845K - $852K
|
31.4K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.92KNew |
$333K - $335K
|
6.92K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.56KNew |
$171K - $173K
|
3.56K
$171K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.27K+ 8.69% |
$157K - $158K
|
40.8K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
323New |
$15.5K - $15.7K
|
323
$15.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
73+ 0.39% |
$3.51K - $3.54K
|
18.6K
$891K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.05% |
$721 - $727
|
32.5K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.0% |
$48.1 - $48.5
|
51.4K
$2.47M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
153K+ 83.04% |
$7.06M - $7.42M
|
337K
$16.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$579K - $609K
|
12.5K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
10.5KNew |
$485K - $510K
|
10.5K
$504K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10.1KNew |
$466K - $490K
|
10.1K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.71KNew |
$171K - $180K
|
3.71K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.77K+ 24.35% |
$128K - $134K
|
14.2K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
683New |
$31.5K - $33.1K
|
683
$32.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
500New |
$23.1K - $24.3K
|
500
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153New |
$7.06K - $7.42K
|
153
$7.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132New |
$6.09K - $6.4K
|
132
$6.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87New |
$4.02K - $4.22K
|
87
$4.18K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
64+ 0.41% |
$2.95K - $3.1K
|
15.7K
$755K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
104KNew |
$4.82M - $4.96M
|
104K
$4.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.41KNew |
$251K - $259K
|
5.41K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
341New |
$15.8K - $16.3K
|
341
$16.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
319New |
$14.8K - $15.3K
|
319
$15.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18+ 0.18% |
$836 - $861
|
9.76K
$468K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
728K+ 3776.85% |
$34.3M - $35.4M
|
747K
$35.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
196+ 1.24% |
$9.24K - $9.53K
|
16K
$766K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.63K+ 44.48% |
$409K - $420K
|
28K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.5KNew |
$261K - $268K
|
5.5K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.14KNew |
$196K - $202K
|
4.14K
$199K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$67.4K - $69.2K
|
1.42K
$68.3K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.06K+ 11.7% |
$50.2K - $51.6K
|
10.1K
$486K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
472New |
$22.4K - $23K
|
472
$22.7K
|
|