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 | 2.6M | $127M | 1% | Sep 2024 |
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| Colony | 1.5M | $71M | 100% | Sep 2024 |
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| Buckingham Asset Management | 1.2M | $57M | 29% | Jun 2024 |
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| Foster Group | 1.2M | $58M | -2% | Sep 2024 |
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| GeoWealth Management | 958k | $47M | 8% | Sep 2024 |
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| Beaird Harris Wealth Management | 848k | $41M | 1% | Jun 2024 |
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| Pathstone Holdings | 719k | $35M | -1% | Sep 2024 |
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| MBL Wealth | 699k | $33M | 1% | Jun 2024 |
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| Rather & Kittrell | 632k | $31M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 602k | $29M | 0% | Sep 2024 |
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| Austin Wealth Management | 588k | $29M | 4% | Sep 2024 |
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| Sequoia Financial Advisors | 558k | $27M | -6% | Sep 2024 |
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| Graves-Light Private Wealth Management | 481k | $23M | 9% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 476k | $23M | 1% | Jun 2024 |
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| Apella Capital | 471k | $23M | 9% | Sep 2024 |
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| PBMares Wealth Management | 402k | $20M | 13% | Sep 2024 |
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| RAM Investment Partners | 370k | $18M | 7% | Sep 2024 |
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| Mattern Wealth Management | 282k | $14M | 5% | Sep 2024 |
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| Assetmark | 281k | $14M | -4% | Sep 2024 |
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| LPL Financial | 255k | $12M | 2% | Sep 2024 |
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| Buckingham Strategic Partners | 254k | $12M | 100% | Sep 2024 |
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| Yardley Wealth Management | 252k | $12M | 100% | Sep 2024 |
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| Asset Planning Corporation | 243k | $12M | 0% | Sep 2024 |
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| HighTower Advisors | 221k | $11M | 9% | Jun 2024 |
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| Bank of America Corporation | 206k | $10M | 45% | Sep 2024 |
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| Integrated Wealth Concepts | 193k | $9.4M | 5% | Sep 2024 |
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| Compass Financial | 190k | $9.2M | 1% | Sep 2024 |
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| Confluence Investment Management | 186k | $9.0M | -19% | Sep 2024 |
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| West Financial Advisors | 184k | $8.9M | 4% | Sep 2024 |
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| Maryland Capital Advisors | 184k | $8.9M | 0% | Sep 2024 |
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| Resonant Capital Advisors | 161k | $7.8M | -1% | Sep 2024 |
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| Collective Family Office | 158k | $7.6M | -8% | Sep 2024 |
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| CI Private Wealth | 130k | $6.3M | 0% | Sep 2024 |
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| Sax Wealth Advisors | 111k | $5.4M | 21% | Sep 2024 |
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| Envestnet Asset Management | 111k | $5.4M | 9% | Sep 2024 |
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| Legacy Financial Group | 100k | $4.8M | 2% | Sep 2024 |
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| Stifel Financial | 98k | $4.7M | -2% | Jun 2024 |
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| Evanson Asset Management | 96k | $4.6M | -4% | Sep 2024 |
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| American Investment Services | 96k | $4.6M | 17% | Jun 2024 |
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| Hanson McClain Advisors | 95k | $4.6M | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 91k | $4.4M | 0% | Sep 2024 |
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| Wescott Financial Advisory Group | 91k | $4.4M | 0% | Sep 2024 |
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| RW Investment Management | 88k | $4.3M | -5% | Sep 2024 |
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| Core Wealth Management | 86k | $4.1M | 0% | Sep 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 79k | $3.9M | 2% | Sep 2024 |
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| Modera Wealth Management | 75k | $3.6M | -10% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 75k | $3.6M | 3% | Sep 2024 |
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| Mills Wealth Advisors | 74k | $3.6M | -27% | Sep 2024 |
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| GEM Asset Management | 73k | $3.5M | -1% | Sep 2024 |
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| FF Advisors | 72k | $3.5M | 0% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 62k | $3.0M | 19% | Sep 2024 |
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| Lido Advisors | 62k | $2.9M | 100% | Jun 2024 |
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| Us Bancorp | 58k | $2.8M | 0% | Sep 2024 |
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| Advisor Group Holdings | 58k | $2.8M | 447% | Sep 2024 |
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| DiNuzzo Private Wealth | 53k | $2.6M | 21% | Sep 2024 |
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| Phillips Financial Management | 52k | $2.5M | -13% | Sep 2024 |
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| Mather Group | 50k | $2.4M | -22% | Sep 2024 |
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| Landmark Wealth Management | 46k | $2.2M | 1% | Sep 2024 |
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| Blume Capital Management | 46k | $2.2M | 38% | Sep 2024 |
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| Liberty Capital Management | 46k | $2.2M | 0% | Sep 2024 |
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| Branch Banking & Trust Company | 44k | $2.1M | 3% | Jun 2024 |
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| Private Advisor | 43k | $2.1M | 12% | Sep 2024 |
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| Baker Avenue Asset Management | 42k | $2.1M | 23% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 42k | $2.0M | 4% | Sep 2024 |
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| Savant Capital Management | 41k | $2.0M | -3% | Sep 2024 |
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| North Ridge Wealth Advisors | 41k | $1.9M | 18% | Jun 2024 |
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| Elevate Wealth Advisory | 40k | $1.9M | 2% | Jun 2024 |
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| Resources Investment Advisors | 39k | $1.9M | 0% | Sep 2024 |
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| Park Avenue Securities | 39k | $1.9M | -12% | Sep 2024 |
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| Helen Stephens Group | 39k | $1.9M | -14% | Sep 2024 |
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| Shearwater Capital | 35k | $1.7M | 4% | Sep 2024 |
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| Mercer Global Advisors | 34k | $1.6M | -54% | Jun 2024 |
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| Integrity Wealth Solutions | 32k | $1.6M | -15% | Sep 2024 |
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| Texas Capital Bank Wealth Management Services | 31k | $1.5M | 0% | Jun 2024 |
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| Great Valley Advisor Group | 31k | $1.5M | 1% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 30k | $1.4M | 100% | Sep 2024 |
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| Mml Investors Services | 30k | $1.4M | 87% | Sep 2024 |
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| Strategic Investment Solutions | 29k | $1.8M | 0% | Sep 2024 |
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| White Wing Wealth Management | 29k | $1.4M | 6% | Sep 2024 |
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| One Degree Advisors | 29k | $1.4M | -5% | Sep 2024 |
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| PrairieView Partners | 28k | $1.4M | 0% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 28k | $1.4M | 354% | Sep 2024 |
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| Quarry Hill Advisors | 27k | $1.3M | 32% | Sep 2024 |
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| CPA Asset Management | 27k | $1.3M | -1% | Sep 2024 |
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| Royal Bank of Canada | 27k | $1.3M | 0% | Sep 2024 |
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| Physician Wealth Solutions | 26k | $1.2M | 0% | Sep 2024 |
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| Sage Rhino Capital | 24k | $1.2M | -21% | Sep 2024 |
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| Websterrogers Financial Advisors | 24k | $1.2M | 14% | Sep 2024 |
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| Jane Street | 24k | $1.1M | 100% | Sep 2024 |
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| Oceanside Advisors | 23k | $1.1M | 1% | Sep 2024 |
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| Safeguard Investment Advisory Group | 23k | $1.1M | -1% | Jun 2024 |
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| Aptus Capital Advisors | 22k | $1.1M | 3614% | Sep 2024 |
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| WPWealth | 22k | $1.1M | -2% | Sep 2024 |
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| Heritage Wealth Management | 22k | $1.1M | 8% | Sep 2024 |
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| Investmark Advisory Group | 22k | $1.0M | 1% | Jun 2024 |
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| Main Street Financial Solutions | 21k | $1.0M | 1% | Sep 2024 |
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| Roberts Glore & Co | 21k | $1000k | -5% | Sep 2024 |
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| Pure Financial Advisors | 19k | $939k | 1% | Sep 2024 |
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| Raymond James & Associates | 19k | $906k | 100% | Sep 2024 |
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| Eldridge Investment Advisors | 16k | $782k | -27% | Sep 2024 |
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| Five Oceans Advisors | 16k | $763k | 0% | Sep 2024 |
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| 25 | 16k | $754k | 1% | Sep 2024 |
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| Disciplined Investments | 15k | $744k | -9% | Sep 2024 |
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| Wheelhouse Advisory Group | 15k | $710k | 100% | Sep 2024 |
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| Western Wealth Management | 14k | $696k | 8% | Sep 2024 |
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| Jackson Thornton Asset Management | 13k | $643k | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 12k | $573k | 142% | Sep 2024 |
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| Dynamic Advisors Solutions | 12k | $565k | 0% | Sep 2024 |
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| Wealthstream Advisors | 12k | $564k | 0% | Sep 2024 |
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| Triune Financial Partners | 11k | $548k | 1% | Sep 2024 |
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| Ruedi Wealth Management | 11k | $531k | 0% | Sep 2024 |
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| Grunden Financial Advisory | 11k | $522k | 1% | Sep 2024 |
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| Rehmann Capital Advisory | 11k | $522k | 21% | Sep 2024 |
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| Bleakley Financial Group | 11k | $521k | 37% | Sep 2024 |
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| UMA Financial Services | 11k | $516k | 0% | Sep 2024 |
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| Captrust Financial Advisors | 11k | $511k | 12% | Sep 2024 |
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| WMS Partners | 11k | $510k | 0% | Sep 2024 |
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| CVA Family Office | 10k | $491k | 30% | Sep 2024 |
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| DecisionPoint Financial | 10k | $490k | 0% | Sep 2024 |
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| Paul Damon & Associates | 9.6k | $466k | 27% | Sep 2024 |
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| McIlrath & Eck | 9.5k | $460k | 0% | Sep 2024 |
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| Great Oak Capital Partners | 9.4k | $457k | 1% | Sep 2024 |
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| Wealthspan Partners | 9.3k | $451k | 0% | Sep 2024 |
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| Goss Wealth Management | 9.2k | $442k | -21% | Jun 2024 |
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| Beta Wealth | 9.1k | $442k | 2% | Sep 2024 |
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| Rockwood Wealth Management | 9.1k | $440k | -3% | Sep 2024 |
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| Morgan Stanley | 9.0k | $429k | 0% | Jun 2024 |
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| LJI Wealth Management | 8.8k | $429k | -2% | Sep 2024 |
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| McCarthy & Cox | 8.8k | $426k | -16% | Sep 2024 |
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| RCS Financial Planning | 8.7k | $420k | 5% | Sep 2024 |
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| Northwest Wealth Management | 8.5k | $415k | 100% | Sep 2024 |
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| Kovitz Investment Group Partners | 8.5k | $413k | 100% | Sep 2024 |
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| J.w. Cole Advisors | 8.1k | $391k | -4% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 8.0k | $387k | 8% | Sep 2024 |
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| Copperleaf Capital | 7.7k | $366k | 5% | Jun 2024 |
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| Aspiriant | 7.5k | $363k | 0% | Sep 2024 |
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| Simplicity Wealth | 7.3k | $355k | -7% | Sep 2024 |
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| Beckerman Institutional | 7.1k | $343k | 100% | Sep 2024 |
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| Firethorn Wealth Partners | 6.9k | $337k | -17% | Sep 2024 |
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| BWM Planning | 6.7k | $324k | 100% | Sep 2024 |
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| Red Lighthouse Investment Management | 6.7k | $324k | 5% | Sep 2024 |
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| Annapolis Financial Services | 6.5k | $317k | 0% | Sep 2024 |
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| Meredith Wealth Planning | 6.2k | $300k | 29% | Sep 2024 |
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| Summit Investment Advisors | 6.1k | $294k | 100% | Sep 2024 |
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| Envision Financial Planning | 6.0k | $289k | 1% | Sep 2024 |
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| Colonial Trust Co / SC | 5.9k | $287k | -1% | Sep 2024 |
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| Creative Capital Management Investments | 5.9k | $286k | 124% | Sep 2024 |
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| AQR Capital Management | 5.9k | $284k | 100% | Sep 2024 |
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| Sterling Wealth Management | 5.9k | $284k | 100% | Sep 2024 |
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| Diversified Portfolios | 5.7k | $276k | -25% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust National Municip?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 51k | $2.5M |
| Soundmark Wealth Management | Mar 2024 | 19k | $893k |
| Spinnaker Investment Group | Jun 2024 | 15k | $704k |
| Thrive Wealth Management | Jun 2024 | 8.0k | $382k |
| Goldman Sachs Group | Mar 2024 | 6.9k | $333k |
| IFG Advisory | Jun 2024 | 6.3k | $302k |