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 | 2.4M | $115M | 27% | Dec 2023 |
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| Foster Group | 1.3M | $60M | 1198% | Mar 2024 |
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| First Ascent Asset Management | 901k | $44M | -4% | Dec 2023 |
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| Beaird Harris Wealth Management | 854k | $41M | -24% | Dec 2023 |
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| Sequoia Financial Advisors | 760k | $37M | -7% | Dec 2023 |
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| Pathstone Holdings | 727k | $35M | 100% | Dec 2023 |
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| Buckingham Asset Management | 706k | $34M | 3173% | Dec 2023 |
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| MBL Wealth | 690k | $33M | 6% | Mar 2024 |
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| Commonwealth Equity Services | 555k | $27M | 9% | Dec 2023 |
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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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| Rather & Kittrell | 436k | $21M | -3% | Dec 2023 |
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| Graves-Light Private Wealth Management | 400k | $19M | 2% | Dec 2023 |
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| RAM Investment Partners | 316k | $15M | 14% | Dec 2023 |
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| PBMares Wealth Management | 284k | $14M | 9% | Dec 2023 |
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| Apella Capital | 272k | $13M | 5% | Mar 2024 |
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| Asset Planning Corporation | 247k | $12M | -9% | Dec 2023 |
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| Assetmark | 242k | $12M | 4% | Dec 2023 |
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| Mattern Wealth Management | 241k | $12M | 14% | Dec 2023 |
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| Collective Family Office | 190k | $9.1M | 3% | Mar 2024 |
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| Compass Financial | 189k | $9.2M | 10% | Dec 2023 |
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| Resonant Capital Advisors | 179k | $8.7M | 21% | Dec 2023 |
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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 | 126k | $6.1M | 3% | Dec 2023 |
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| Savant Capital Management | 125k | $6.1M | -29% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 106k | $5.1M | 100% | Dec 2023 |
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| Evanson Asset Management | 103k | $5.0M | 43% | Mar 2024 |
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| Stifel Financial | 100k | $4.9M | -3% | Dec 2023 |
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| Core Wealth Management | 93k | $4.5M | 22% | Mar 2024 |
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| Modera Wealth Management | 83k | $4.0M | 4% | Dec 2023 |
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| Buckingham Strategic Partners | 80k | $3.9M | 111% | Dec 2023 |
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| Mercer Global Advisors | 79k | $3.8M | -23% | Dec 2023 |
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| Warren Averett Asset Management | 78k | $3.8M | -1% | Dec 2023 |
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| GEM Asset Management | 77k | $3.7M | 44% | Dec 2023 |
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| American Investment Services | 75k | $3.6M | 16% | Dec 2023 |
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| Kuehl Shepherd Kozlowski & Associates | 74k | $3.5M | 5% | Dec 2023 |
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| Hanson McClain Advisors | 73k | $3.5M | 704% | Dec 2023 |
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| Jpmorgan Chase & Co | 72k | $3.5M | 798% | Dec 2023 |
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| FF Advisors | 72k | $3.5M | 0% | Mar 2024 |
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| Mather Group | 66k | $3.2M | 0% | Mar 2024 |
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| Us Bancorp | 65k | $3.2M | 199% | Dec 2023 |
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| Bank of America Corporation | 62k | $3.0M | 36% | Dec 2023 |
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| Phillips Financial Management | 61k | $2.9M | 6% | Mar 2024 |
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| Relative Value Partners | 51k | $2.5M | -43% | Dec 2023 |
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| Sage Rhino Capital | 49k | $2.4M | -4% | Dec 2023 |
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| Liberty Capital Management | 47k | $2.3M | -1% | Mar 2024 |
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| Private Advisor | 47k | $2.3M | 53% | Dec 2023 |
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| Landmark Wealth Management | 46k | $2.2M | -8% | Dec 2023 |
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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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| Branch Banking & Trust Company | 40k | $2.0M | 27% | Dec 2023 |
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| DiNuzzo Private Wealth | 39k | $1.9M | 100% | Dec 2023 |
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| Lincoln National | 38k | $1.8M | 2% | Dec 2023 |
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| Baker Avenue Asset Management | 37k | $1.8M | -25% | Dec 2023 |
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| Blume Capital Management | 35k | $1.7M | 1% | Dec 2023 |
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| North Ridge Wealth Advisors | 34k | $1.7M | 1% | 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 | -29% | Dec 2023 |
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| Elevate Wealth Advisory | 32k | $1.5M | 100% | Dec 2023 |
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| Shearwater Capital | 32k | $1.5M | 4% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 31k | $1.5M | -12% | Dec 2023 |
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| Eldridge Investment Advisors | 27k | $1.3M | -23% | Dec 2023 |
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| Physician Wealth Solutions | 26k | $1.3M | -4% | Mar 2024 |
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| One Degree Advisors | 26k | $1.2M | 100% | Dec 2023 |
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| Oceanside Advisors | 25k | $1.2M | 100% | Dec 2023 |
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| White Wing Wealth Management | 23k | $1.1M | 33% | Mar 2024 |
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| Sax Wealth Advisors | 21k | $1.0M | 35% | Dec 2023 |
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| Main Street Financial Solutions | 21k | $994k | 0% | Mar 2024 |
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| HighTower Advisors | 20k | $966k | 100% | Dec 2023 |
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| Roberts Glore & Co | 20k | $951k | 256% | Dec 2023 |
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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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| Advisor Group Holdings | 19k | $902k | 40% | Dec 2023 |
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| Soundmark Wealth Management | 19k | $893k | 0% | Mar 2024 |
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| PrairieView Partners | 17k | $827k | 222% | Dec 2023 |
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| Disciplined Investments | 17k | $806k | 0% | Mar 2024 |
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| Heritage Wealth Management | 16k | $771k | 100% | Dec 2023 |
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| Five Oceans Advisors | 16k | $756k | 0% | Mar 2024 |
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| Quarry Hill Advisors | 16k | $758k | -81% | Dec 2023 |
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| 25 | 15k | $716k | 78% | Dec 2023 |
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| Spinnaker Investment Group | 14k | $694k | 42% | Mar 2024 |
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| Avestar Capital | 14k | $687k | 24% | Dec 2023 |
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| Texas Capital Bank Wealth Management Services | 14k | $671k | 7% | Dec 2023 |
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| Wealthspan Partners | 14k | $654k | 0% | Dec 2023 |
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| Bridgeworth | 13k | $609k | 100% | Dec 2023 |
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| Western Wealth Management | 12k | $587k | 0% | Dec 2023 |
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| Captrust Financial Advisors | 12k | $571k | -22% | Dec 2023 |
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| Dynamic Advisors Solutions | 12k | $559k | 0% | Mar 2024 |
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| WPWealth | 11k | $553k | -4% | Dec 2023 |
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| UMA Financial Services | 11k | $509k | 0% | Mar 2024 |
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| Grunden Financial Advisory | 11k | $513k | 100% | Dec 2023 |
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| WMS Partners | 11k | $510k | 100% | Dec 2023 |
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| Rockwood Wealth Management | 10k | $495k | -7% | Mar 2024 |
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| DecisionPoint Financial | 10k | $490k | 100% | Dec 2023 |
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| CPA Asset Management | 10k | $489k | 11% | Dec 2023 |
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| Wealthstream Advisors | 10k | $484k | 56% | Dec 2023 |
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| McIlrath & Eck | 9.7k | $470k | 109% | Dec 2023 |
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| Firethorn Wealth Partners | 9.4k | $450k | -25% | Mar 2024 |
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| Bleakley Financial Group | 8.2k | $398k | -20% | Dec 2023 |
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| Sawtooth Asset Management | 8.2k | $398k | -20% | Dec 2023 |
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| AE Wealth Management | 8.2k | $395k | -34% | Dec 2023 |
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| Royal Bank of Canada | 8.1k | $394k | 268% | Dec 2023 |
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| Diversified Portfolios | 8.0k | $386k | 8% | Dec 2023 |
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| RCS Financial Planning | 7.7k | $373k | 9% | Dec 2023 |
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| Beta Wealth | 7.6k | $367k | -3% | Dec 2023 |
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| Waypoint Capital Advisors | 6.9k | $335k | 0% | Dec 2023 |
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| Paul Damon & Associates | 6.5k | $312k | 100% | Mar 2024 |
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| Red Lighthouse Investment Management | 6.4k | $309k | -30% | Dec 2023 |
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| Farther Finance Advisors | 6.2k | $299k | 100% | Dec 2023 |
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| Betterment | 6.0k | $291k | 10% | Dec 2023 |
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| Kfg Wealth Management | 5.7k | $274k | 0% | Mar 2024 |
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| Teamwork Financial Advisors | 5.5k | $265k | -30% | 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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| Envision Financial Planning | 5.3k | $257k | -47% | Dec 2023 |
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| IFG Advisory | 5.2k | $252k | 19% | Dec 2023 |
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| Seaside Wealth Management | 5.1k | $245k | 0% | Mar 2024 |
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| Clear Creek Financial Management | 5.1k | $245k | -53% | Dec 2023 |
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| Creative Planning | 5.0k | $243k | 100% | Dec 2023 |
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| Flow Traders US | 4.8k | $234k | 100% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 4.2k | $204k | 689% | Dec 2023 |
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| Alpha Financial Advisors | 4.2k | $204k | 100% | Dec 2023 |
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| Annapolis Financial Services | 3.9k | $186k | -85% | Mar 2024 |
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| GPS Wealth Strategies Group | 3.7k | $180k | 100% | Dec 2023 |
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| Creative Capital Management Investments | 2.6k | $127k | 43% | Mar 2024 |
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| Global Retirement Partners | 961.00 | $46k | 0% | Mar 2024 |
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| Advisory Services Network | 683.00 | $33k | 100% | Dec 2023 |
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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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| SJS Investment Consulting | 454.00 | $22k | -70% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 341.00 | $16k | 0% | Dec 2023 |
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| AdvisorNet Financial | 300.00 | $14k | 0% | Mar 2024 |
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| Penserra Capital Management | 153.00 | $7.0k | 100% | Dec 2023 |
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| Hartland & Co | 87.00 | $4.2k | 100% | Dec 2023 |
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| William Blair $ Company | 16.00 | $776.000000 | 220% | Dec 2023 |
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Who sold out of Dimensional Etf Trust National Municip?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 23k | $1.1M |
| Toroso Investments | Sep 2023 | 9.8k | $453k |
| Sigma Planning | Sep 2023 | 5.6k | $260k |
| Goepper Burkhardt | Sep 2023 | 5.5k | $256k |
| Wells Fargo & Company | Sep 2023 | 1.0k | $47k |