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 | ||
|---|---|---|---|---|---|---|
| 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 |