Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR NATL MUN BD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
365KNew |
$17.3M - $17.6M
|
365K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
299K+ 63.93% |
$14.2M - $14.4M
|
768K
$36.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 56.84% |
$9.44M - $9.62M
|
550K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
131K+ 21.38% |
$6.21M - $6.33M
|
745K
$35.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
90.8K+ 16.44% |
$4.3M - $4.38M
|
643K
$30.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
72K+ 17.26% |
$3.41M - $3.47M
|
489K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
69.6K+ 9.96% |
$3.29M - $3.36M
|
768K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
63.5KNew |
$3.01M - $3.06M
|
63.5K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.3K+ 87.76% |
$2.9M - $2.96M
|
131K
$6.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
55.1K+ 106.62% |
$2.61M - $2.66M
|
107K
$5.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
54.6K+ 132.92% |
$2.58M - $2.63M
|
95.6K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.5KNew |
$2.44M - $2.48M
|
51.5K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51.3K+ 7.36% |
$2.43M - $2.47M
|
748K
$35.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48.1K+ 25.59% |
$2.28M - $2.32M
|
236K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
41K+ 6.82% |
$1.94M - $1.98M
|
642K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 14.67% |
$1.92M - $1.95M
|
316K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
35.2K+ 1.3% |
$1.67M - $1.7M
|
2.74M
$129M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
33.2KNew |
$1.57M - $1.6M
|
33.2K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 10.25% |
$1.33M - $1.35M
|
301K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
27.8K+ 30.92% |
$1.32M - $1.34M
|
118K
$5.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
24.8K+ 162.24% |
$1.17M - $1.19M
|
40K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.09M - $1.11M
|
23K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
22.3K+ 7.59% |
$1.05M - $1.07M
|
315K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
22.1K+ 5.48% |
$1.05M - $1.07M
|
426K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
19.8K+ 34.43% |
$938K - $956K
|
77.4K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
19.6K+ 10.61% |
$929K - $947K
|
205K
$9.66M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
19K+ 35.76% |
$901K - $918K
|
72.3K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
18.5K+ 13.17% |
$877K - $893K
|
159K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
18.5K+ 155.23% |
$875K - $891K
|
30.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
18.2KNew |
$860K - $876K
|
18.2K
$857K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.9KNew |
$849K - $865K
|
17.9K
$847K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17.9K+ 7.67% |
$847K - $863K
|
251K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
17.9K+ 7.0% |
$845K - $861K
|
273K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 160.92% |
$787K - $801K
|
26.9K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.4KNew |
$680K - $693K
|
14.4K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
11.3KNew |
$534K - $544K
|
11.3K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9K+ 32.48% |
$515K - $524K
|
44.3K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10.9KNew |
$514K - $524K
|
10.9K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7K+ 18.07% |
$508K - $517K
|
70.1K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 6.1% |
$500K - $510K
|
184K
$8.67M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$498K - $508K
|
10.5K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.2K+ 235.09% |
$482K - $492K
|
14.5K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.94KNew |
$471K - $480K
|
9.94K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.96K+ 18.85% |
$424K - $432K
|
56.5K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
8.81K+ 14.95% |
$417K - $425K
|
67.7K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.71K+ 51.08% |
$412K - $420K
|
25.8K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8.43KNew |
$399K - $407K
|
8.43K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.15K+ 55.56% |
$386K - $393K
|
22.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.74K+ 9.08% |
$367K - $373K
|
93K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.64KNew |
$362K - $369K
|
7.64K
$361K
|