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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6.6K+ 10.19% |
$313K - $318K
|
71.4K
$3.36M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
6.59K+ 3.96% |
$312K - $318K
|
173K
$8.16M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.25K+ 13.45% |
$296K - $301K
|
52.7K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.9KNew |
$279K - $285K
|
5.9K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
5.74KNew |
$272K - $277K
|
5.74K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.54K+ 13.68% |
$262K - $267K
|
46K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.42K+ 4.67% |
$257K - $262K
|
121K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.22K+ 16.88% |
$247K - $252K
|
36.2K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.06KNew |
$240K - $244K
|
5.06K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
4.69K+ 17.38% |
$222K - $226K
|
31.7K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
4.61KNew |
$218K - $222K
|
4.61K
$217K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.5KNew |
$213K - $217K
|
4.5K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.1K+ 5.08% |
$194K - $198K
|
84.8K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4K+ 89.8% |
$189K - $193K
|
8.44K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.9K+ 25.88% |
$185K - $188K
|
19K
$894K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.74K+ 6.23% |
$177K - $181K
|
63.8K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.65K+ 7.85% |
$173K - $176K
|
50.1K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.6K+ 7.95% |
$170K - $174K
|
48.9K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
3.44K+ 3.58% |
$163K - $166K
|
99.7K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.29K+ 4.21% |
$156K - $159K
|
81.3K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.23K+ 6.75% |
$153K - $156K
|
51.1K
$2.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.69K+ 7.26% |
$127K - $130K
|
39.7K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 748.4% |
$111K - $113K
|
2.65K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.3K+ 42.43% |
$109K - $111K
|
7.71K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.18K+ 31.85% |
$103K - $105K
|
9.03K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.04K+ 7.88% |
$96.4K - $98.2K
|
27.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03K+ 21.03% |
$96.3K - $98.1K
|
11.7K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 6.5% |
$89.4K - $91.1K
|
31K
$1.46M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.78K+ 23.2% |
$84.4K - $86K
|
9.47K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.66K+ 4.19% |
$78.7K - $80.2K
|
41.4K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.6K+ 11.73% |
$75.9K - $77.3K
|
15.3K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.52K+ 17.59% |
$71.7K - $73.1K
|
10.1K
$478K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.4K+ 6.06% |
$66.4K - $67.6K
|
24.5K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 5.99% |
$51.6K - $52.5K
|
19.3K
$909K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
964+ 17.52% |
$45.6K - $46.5K
|
6.47K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
961+ 1.94% |
$45.5K - $46.4K
|
50.4K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
953+ 0.82% |
$45.1K - $46K
|
117K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
804+ 6.63% |
$38.1K - $38.8K
|
12.9K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
734+ 239.87% |
$34.8K - $35.4K
|
1.04K
$49K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
683+ 10.3% |
$32.3K - $32.9K
|
7.32K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
625+ 5.39% |
$29.6K - $30.2K
|
12.2K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
536+ 3.21% |
$25.4K - $25.9K
|
17.2K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
455+ 28.14% |
$21.5K - $21.9K
|
2.07K
$97.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
453New |
$21.4K - $21.9K
|
453
$21.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
410+ 0.95% |
$19.4K - $19.8K
|
43.7K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
344+ 1.04% |
$16.3K - $16.6K
|
33.3K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
250+ 4.01% |
$11.8K - $12.1K
|
6.49K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
240+ 2.23% |
$11.4K - $11.6K
|
11K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
198+ 3.99% |
$9.38K - $9.55K
|
5.16K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
156+ 0.51% |
$7.39K - $7.53K
|
30.5K
$1.44M
|