Who owns DIMENSIONAL ETF TRUST NATIONAL MUNICIP?
- Ticker: DFNM
- CUSIP Number: 25434v849
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Analyze quarterly positions in Dimensional Etf Trust National Municip with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Dimensional Etf Trust National Municip stock
Who bought or sold DIMENSIONAL ETF TRUST NATIONAL MUNICIP this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Truepoint | 2.7M | $128M | 12% | Mar 2024 |
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| Foster Group | 1.3M | $60M | 1198% | Mar 2024 |
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| GeoWealth Management | 932k | $45B | 100% | Mar 2024 |
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| Buckingham Asset Management | 924k | $44M | 31% | Mar 2024 |
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| First Ascent Asset Management | 901k | $44M | -4% | Dec 2023 |
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| Beaird Harris Wealth Management | 841k | $41M | -2% | Mar 2024 |
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| Pathstone Holdings | 734k | $35M | 1% | Mar 2024 |
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| MBL Wealth | 690k | $33M | 6% | Mar 2024 |
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| Sequoia Financial Advisors | 634k | $31M | -17% | Mar 2024 |
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| Commonwealth Equity Services | 584k | $28M | 5% | Mar 2024 |
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| Rather & Kittrell | 517k | $25M | 19% | Mar 2024 |
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| Austin Wealth Management | 491k | $24M | 13% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 473k | $23M | 371% | Mar 2024 |
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| Graves-Light Private Wealth Management | 443k | $21M | 11% | Mar 2024 |
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| RAM Investment Partners | 322k | $16M | 2% | Mar 2024 |
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| PBMares Wealth Management | 312k | $15M | 10% | Mar 2024 |
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| Apella Capital | 272k | $13M | 5% | Mar 2024 |
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| Assetmark | 260k | $13M | 7% | Mar 2024 |
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| Asset Planning Corporation | 251k | $12M | 1% | Mar 2024 |
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| LPL Financial | 243k | $12M | 18% | Mar 2024 |
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| Mattern Wealth Management | 241k | $12M | 14% | Dec 2023 |
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| Integrated Wealth Concepts | 205k | $9.9M | -9% | Mar 2024 |
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| HighTower Advisors | 202k | $9.7M | 916% | Mar 2024 |
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| Collective Family Office | 190k | $9.1M | 3% | Mar 2024 |
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| Compass Financial | 188k | $9.0M | 0% | Mar 2024 |
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| Resonant Capital Advisors | 179k | $8.6M | 0% | Mar 2024 |
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| Maryland Capital Advisors | 178k | $8.6M | 0% | Mar 2024 |
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| West Financial Advisors | 168k | $8.1M | 1% | Mar 2024 |
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| CI Private Wealth | 129k | $6.2M | 3% | Mar 2024 |
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| Evanson Asset Management | 103k | $5.0M | 43% | Mar 2024 |
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| Stifel Financial | 100k | $4.8M | 0% | Mar 2024 |
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| Legacy Financial Group | 98k | $4.7M | -18% | Mar 2024 |
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| Bank of America Corporation | 93k | $4.5M | 50% | Mar 2024 |
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| Core Wealth Management | 93k | $4.5M | 22% | Mar 2024 |
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| RW Investment Management | 92k | $4.4M | 100% | Mar 2024 |
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| Savant Capital Management | 91k | $4.4M | -27% | Mar 2024 |
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| Wescott Financial Advisory Group | 91k | $4.4M | -14% | Mar 2024 |
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| Jpmorgan Chase & Co | 87k | $4.2M | 20% | Mar 2024 |
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| Envestnet Asset Management | 86k | $4.1M | 18% | Mar 2024 |
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| Modera Wealth Management | 82k | $4.0M | -1% | Mar 2024 |
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| American Investment Services | 82k | $3.9M | 8% | Mar 2024 |
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| Jane Street | 79k | $3.8M | 100% | Mar 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 77k | $3.7M | 5% | Mar 2024 |
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| Warren Averett Asset Management | 76k | $3.6M | -3% | Mar 2024 |
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| Mercer Global Advisors | 74k | $3.6M | -6% | Mar 2024 |
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| GEM Asset Management | 74k | $3.5M | -4% | Mar 2024 |
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| FF Advisors | 72k | $3.5M | 0% | Mar 2024 |
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| Hanson McClain Advisors | 71k | $3.4M | -3% | Mar 2024 |
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| Mather Group | 66k | $3.2M | 0% | Mar 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 65k | $3.1M | -39% | Mar 2024 |
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| Phillips Financial Management | 61k | $2.9M | 6% | Mar 2024 |
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| Us Bancorp | 58k | $2.8M | -11% | Mar 2024 |
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| Relative Value Partners | 51k | $2.5M | 0% | Mar 2024 |
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| Sax Wealth Advisors | 51k | $2.5M | 143% | Mar 2024 |
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| Sage Rhino Capital | 50k | $2.4M | 4% | Mar 2024 |
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| Royal Bank of Canada | 50k | $2.4M | 519% | Mar 2024 |
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| Landmark Wealth Management | 48k | $2.3M | 5% | Mar 2024 |
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| Liberty Capital Management | 47k | $2.3M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 43k | $2.1M | 7% | Mar 2024 |
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| Helen Stephens Group | 42k | $2.0M | -13% | Mar 2024 |
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| Integrity Wealth Solutions | 42k | $2.0M | -4% | Mar 2024 |
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| Lincoln National | 41k | $2.0M | 9% | Mar 2024 |
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| Private Advisor | 40k | $1.9M | -14% | Mar 2024 |
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| DiNuzzo Private Wealth | 40k | $1.9M | 1% | Mar 2024 |
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| Elevate Wealth Advisory | 40k | $1.9M | 25% | Mar 2024 |
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| Baker Avenue Asset Management | 34k | $1.7M | -7% | Mar 2024 |
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| North Ridge Wealth Advisors | 34k | $1.7M | 1% | Mar 2024 |
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| Blume Capital Management | 34k | $1.6M | -5% | Mar 2024 |
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| Park Avenue Securities | 33k | $1.6M | 13% | Mar 2024 |
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| Forum Financial Management | 33k | $1.6M | 0% | Mar 2024 |
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| Shearwater Capital | 32k | $1.5M | 4% | Mar 2024 |
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| Texas Capital Bank Wealth Management Services | 31k | $1.5M | 127% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 31k | $1.5M | 0% | Mar 2024 |
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| CPA Asset Management | 27k | $1.3M | 166% | Mar 2024 |
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| Physician Wealth Solutions | 26k | $1.3M | -4% | Mar 2024 |
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| Eldridge Investment Advisors | 26k | $1.3M | -3% | Mar 2024 |
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| One Degree Advisors | 25k | $1.2M | -2% | Mar 2024 |
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| Websterrogers Financial Advisors | 24k | $1.2M | -7% | Mar 2024 |
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| Oceanside Advisors | 23k | $1.1M | -8% | Mar 2024 |
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| White Wing Wealth Management | 23k | $1.1M | 33% | Mar 2024 |
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| Investmark Advisory Group | 22k | $1.0M | 100% | Mar 2024 |
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| Resources Investment Advisors | 21k | $1.0M | 100% | Mar 2024 |
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| Main Street Financial Solutions | 21k | $994k | 0% | Mar 2024 |
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| Heritage Wealth Management | 20k | $957k | 25% | Mar 2024 |
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| Roberts Glore & Co | 20k | $943k | 0% | Mar 2024 |
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| Safeguard Investment Advisory Group | 19k | $937k | 9% | Dec 2023 |
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| Pure Financial Advisors | 19k | $914k | 0% | Mar 2024 |
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| Soundmark Wealth Management | 19k | $893k | 0% | Mar 2024 |
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| PrairieView Partners | 17k | $837k | 2% | Mar 2024 |
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| Disciplined Investments | 17k | $806k | 0% | Mar 2024 |
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| Five Oceans Advisors | 16k | $756k | 0% | Mar 2024 |
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| Wealthspan Partners | 15k | $723k | 12% | Mar 2024 |
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| Quarry Hill Advisors | 15k | $709k | -6% | Mar 2024 |
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| Spinnaker Investment Group | 14k | $694k | 42% | Mar 2024 |
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| McCarthy & Cox | 14k | $677k | 100% | Mar 2024 |
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| Western Wealth Management | 13k | $625k | 7% | Mar 2024 |
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| Bridgeworth | 13k | $609k | 100% | Dec 2023 |
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| 25 | 12k | $580k | -18% | Mar 2024 |
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| Goss Wealth Management | 12k | $566k | 100% | Mar 2024 |
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| Dynamic Advisors Solutions | 12k | $559k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 12k | $555k | -2% | Mar 2024 |
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| WPWealth | 11k | $526k | -4% | Mar 2024 |
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| Wealthstream Advisors | 11k | $524k | 9% | Mar 2024 |
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| UMA Financial Services | 11k | $509k | 0% | Mar 2024 |
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| Grunden Financial Advisory | 11k | $510k | 0% | Mar 2024 |
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| Advisor Group Holdings | 11k | $507k | -43% | Mar 2024 |
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| WMS Partners | 11k | $505k | 0% | Mar 2024 |
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| Rockwood Wealth Management | 10k | $495k | -7% | Mar 2024 |
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| DecisionPoint Financial | 10k | $481k | 0% | Mar 2024 |
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| McIlrath & Eck | 9.5k | $455k | -2% | Mar 2024 |
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| Firethorn Wealth Partners | 9.4k | $450k | -25% | Mar 2024 |
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| Morgan Stanley | 9.0k | $432k | 4% | Mar 2024 |
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| Rehmann Capital Advisory | 8.9k | $428k | 1% | Mar 2024 |
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| J.w. Cole Advisors | 8.3k | $400k | 100% | Mar 2024 |
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| Sawtooth Asset Management | 8.2k | $398k | -20% | Dec 2023 |
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| RCS Financial Planning | 8.2k | $392k | 6% | Mar 2024 |
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| Diversified Portfolios | 8.0k | $383k | 0% | Mar 2024 |
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| Simplicity Wealth | 7.8k | $376k | 100% | Mar 2024 |
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| Bleakley Financial Group | 7.8k | $376k | -5% | Mar 2024 |
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| Beta Wealth | 7.6k | $367k | -3% | Dec 2023 |
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| Goldman Sachs Group | 6.9k | $333k | 100% | Mar 2024 |
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| Waypoint Capital Advisors | 6.9k | $332k | 0% | Mar 2024 |
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| Betterment | 6.8k | $328k | 14% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 6.8k | $328k | 62% | Mar 2024 |
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| Paul Damon & Associates | 6.5k | $312k | 100% | Mar 2024 |
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| Red Lighthouse Investment Management | 6.4k | $307k | 0% | Mar 2024 |
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| Farther Finance Advisors | 6.2k | $297k | 0% | Mar 2024 |
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| Envision Financial Planning | 5.9k | $282k | 11% | Mar 2024 |
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| Kfg Wealth Management | 5.7k | $274k | 0% | Mar 2024 |
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| Sigma Planning | 5.6k | $269k | 100% | Mar 2024 |
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| Creative Planning | 5.6k | $268k | 11% | Mar 2024 |
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| Teamwork Financial Advisors | 5.5k | $265k | -30% | Mar 2024 |
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| Brian McDonald | 5.4k | $260k | 0% | Mar 2024 |
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| Breakwater Capital Group | 5.4k | $259k | 8% | Mar 2024 |
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| SeaCrest Wealth Management | 5.3k | $255k | 0% | Mar 2024 |
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| LJI Wealth Management | 5.2k | $252k | 100% | Mar 2024 |
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| Seaside Wealth Management | 5.1k | $245k | 0% | Mar 2024 |
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| Clear Creek Financial Management | 5.1k | $243k | 0% | Mar 2024 |
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| Alpha Financial Advisors | 4.2k | $202k | 0% | Mar 2024 |
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| Annapolis Financial Services | 3.9k | $186k | -85% | Mar 2024 |
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| GPS Wealth Strategies Group | 3.7k | $178k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.6k | $171k | 100% | Mar 2024 |
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| Creative Capital Management Investments | 2.6k | $127k | 43% | Mar 2024 |
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| Wells Fargo & Company | 1.3k | $62k | 100% | Mar 2024 |
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| UBS Group | 1.0k | $49k | 100% | Mar 2024 |
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| Global Retirement Partners | 961.00 | $46k | 0% | Mar 2024 |
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| Signature Resources Capital Management | 663.00 | $32k | 0% | Mar 2024 |
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| IFP Advisors | 626.00 | $30k | -81% | Dec 2023 |
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| Parallel Advisors | 461.00 | $22k | 100% | Mar 2024 |
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| SJS Investment Consulting | 454.00 | $22k | -70% | Mar 2024 |
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| William Blair $ Company | 393.00 | $19k | 2356% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust National Municip?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 104k | $4.8M |
| Buckingham Strategic Partners | Dec 2023 | 80k | $3.9M |
| Avestar Capital | Dec 2023 | 14k | $687k |
| AE Wealth Management | Dec 2023 | 8.2k | $395k |
| Belpointe Asset Management | Sep 2023 | 5.7k | $263k |
| IFG Advisory | Dec 2023 | 5.2k | $252k |
| Flow Traders US | Dec 2023 | 4.8k | $234k |
| Advisory Services Network | Dec 2023 | 683.00 | $33k |