Who owns DIMENSIONAL ETF TRUST NATIONAL MUNICIP?

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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
Sequoia Financial Advisors 1.4M $65M -21% Dec 2022
First Ascent Asset Management 874k $42M 100% Dec 2022
Rather & Kittrell 402k $19M 5161% Dec 2022
Asset Planning Corporation 308k $15M 100% Dec 2022
Commonwealth Equity Services 282k $14M -27% Dec 2022
Mather Group 251k $12M 339% Dec 2022
MBL Wealth 250k $12M 570% Dec 2022
Confluence Investment Management 237k $11M 100% Dec 2022
PBMares Wealth Management 230k $11M 72% Dec 2022
Relaxing Retirement Coach 228k $11M -6% Dec 2022
Assetmark 205k $9.8M 3% Dec 2022

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Collective Family Office 195k $9.3M 93% Dec 2022
Wescott Financial Advisory Group 189k $9.0M 100% Dec 2022
Resonant Capital Advisors 175k $8.4M 4% Dec 2022
Compass Financial 172k $8.2M 100% Dec 2022
LPL Financial 169k $8.1M 3% Dec 2022
Apella Capital 155k $7.4M 43% Dec 2022
Legacy Financial Group 155k $7.4M 100% Dec 2022
Graves-Light Private Wealth Management 154k $7.3M 100% Dec 2022
Stifel Financial 153k $7.3M 410% Dec 2022
Maryland Capital Advisors 148k $7.1M 100% Dec 2022
Old Mission Capital 131k $6.2M 77% Dec 2022
Relative Value Partners 116k $5.5M 42% Dec 2022
Signature Estate and Investment Advisors 100k $4.8M 100% Dec 2022
Foster Group 97k $4.6M 100% Dec 2022
Quarry Hill Advisors 91k $4.3M 100% Dec 2022
Jane Street 88k $4.2M 52% Dec 2022
CI Private Wealth 85k $4.1M 100% Dec 2022
Core Wealth Management 76k $3.7M 100% Dec 2022
Forum Financial Management 71k $3.4M 100% Dec 2022
GEM Asset Management 67k $3.2M 100% Dec 2022
CPCM 66k $3.1M 3% Sep 2022
Envestnet Asset Management 62k $3.0M 70% Dec 2022
American Investment Services 62k $3.0M 403% Dec 2022
Chico Wealth RIA 59k $2.8M 0% Dec 2022
Landmark Financial Advisors 57k $2.7M 100% Dec 2022
Advisor Group Holdings 51k $2.4M 230% Dec 2022
Phillips Financial Management 49k $2.4M -2% Dec 2022
Mattern Wealth Management 49k $2.3M 6% Dec 2022
Helen Stephens Group 47k $2.2M 100% Dec 2022
Liberty Capital Management 47k $2.2M -2% Dec 2022
Modera Wealth Management 45k $2.2M 100% Dec 2022
Eldridge Investment Advisors 45k $2.1M 20% Dec 2022
True Wealth Design 44k $2.1M 100% Dec 2022
Sage Rhino Capital 44k $2.1M 100% Dec 2022
Private Advisor 43k $897k -26% Dec 2022
Renaissance Technologies 41k $2.0M 100% Dec 2022
Landmark Wealth Management 36k $1.7M 20% Dec 2022
Strategic Investment Solutions 34k $1.7M 100% Dec 2022
Blume Capital Management 34k $1.6M 1178% Dec 2022
Hanson McClain Advisors 31k $1.5M 100% Dec 2022
Branch Banking & Trust Company 31k $1.5M 183% Dec 2022
Integrated Wealth Concepts 27k $1.3M 511% Dec 2022
Park Avenue Securities 25k $1.2M 0% Dec 2022
Websterrogers Financial Advisors 23k $1.1M 24% Dec 2022
Triad Financial Advisors 23k $1.1M 6% Dec 2022
Us Bancorp 22k $1.0M 312% Dec 2022
Five Oceans Advisors 22k $1.0M -4% Dec 2022
Texas Capital Bank Wealth Management Services 22k $1.0M 100% Dec 2022
Pathstone Family Office 22k $1.0M -97% Dec 2022
BKD Wealth Advisors 21k $1.0M 15% Dec 2022
Silicon Hills Wealth Management 21k $1.0M 100% Dec 2022
Shearwater Capital 20k $936k 32% Dec 2022
Baldrige Asset Management 19k $928k 5% Dec 2022
Soundmark Wealth Management 19k $884k 0% Dec 2022
Facet Wealth 16k $758k 1% Dec 2022
Firethorn Wealth Partners 16k $744k 29% Dec 2022
Wealthstream Advisors 15k $698k 0% Dec 2022
Disciplined Investments 14k $654k 455% Dec 2022
Sax Wealth Advisors 13k $626k 54% Dec 2022
Laurel Wealth Advisors 12k $560k 47% Dec 2022
Rehmann Capital Advisory 10k $491k 100% Dec 2022
Avestar Capital 9.9k $474k -1% Dec 2022
Retirement Guys Formula 9.8k $468k 100% Dec 2022
Bleakley Financial Group 9.8k $467k 100% Dec 2022
Western Wealth Management 9.4k $449k 100% Dec 2022
Dynamic Advisors Solutions 9.3k $444k 22% Dec 2022
CPA Asset Management 9.3k $443k 100% Dec 2022
Diversified Portfolios 9.2k $442k -82% Dec 2022
Quantitative Advantage 9.1k $433k 10% Dec 2022
Waypoint Capital Advisors 8.8k $420k 0% Dec 2022
Red Lighthouse Investment Management 8.5k $407k 100% Dec 2022
Spinnaker Investment Group 8.2k $392k 0% Dec 2022
Annapolis Financial Services 7.9k $376k 2407% Dec 2022
IFP Advisors 7.0k $352k 1% Dec 2022
Lincoln National 6.7k $320k 49% Dec 2022
WPWealth 6.0k $287k 100% Dec 2022
Colonial Trust Co / SC 5.8k $279k 100% Dec 2022
PrairieView Partners 5.3k $254k 185% Dec 2022
Seaside Wealth Management 5.0k $240k 0% Dec 2022
Creative Planning 4.6k $220k 100% Dec 2022
Roberts Glore & Co 4.5k $215k 100% Dec 2022
Two Sigma Securities 4.4k $211k 100% Dec 2022
Creative Capital Management Investments 1.5k $70k 100% Dec 2022
Royal Bank of Canada 1.1k $54k 80% Dec 2022
SJS Investment Consulting 1.1k $51k 149% Dec 2022
Global Retirement Partners 872.00 $42k 0% Dec 2022
Advisory Services Network 567.00 $27k 100% Dec 2022
Belpointe Asset Management 536.00 $26k 100% Dec 2022
Global Trust Asset Management 500.00 $24k -50% Dec 2022
McIlrath & Eck 376.00 $18k 100% Dec 2022
ICA Group Wealth Management 262.00 $13k 100% Dec 2022

Who sold out of Dimensional Etf Trust National Municip?

Fund or Company Name Date Sold Shares Held Valued At
Advisor Partners Ii Sep 2022 91k $4.2M
Kestra Advisory Services Sep 2022 13k $609k
Parcion Private Wealth Sep 2022 12k $556k
Flow Traders US Sep 2022 10k $473k
West Financial Advisors Sep 2022 10k $473k
R.H. Bluestein & Company Jun 2022 8.8k $423k
Susquehanna International Sep 2022 7.2k $334k
DBK Financial Counsel Sep 2022 5.2k $244k