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 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
145+ 31.39% |
$6.87K - $6.99K
|
607
$28.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
140+ 0.35% |
$6.63K - $6.75K
|
40.3K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$5.92K - $6.03K
|
125
$5.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
99+ 1.04% |
$4.69K - $4.78K
|
9.58K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
71New |
$3.36K - $3.43K
|
71
$3.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
62+ 0.57% |
$2.94K - $2.99K
|
10.9K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$2.27K - $2.32K
|
48
$2.26K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
48+ 0.57% |
$2.27K - $2.32K
|
8.44K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
45+ 0.51% |
$2.13K - $2.17K
|
8.86K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 0.57% |
$1.66K - $1.69K
|
6.15K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 0.58% |
$1.42K - $1.45K
|
5.24K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
17+ 0.03% |
$805 - $820
|
56K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 0.09% |
$521 - $531
|
12K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 1.0% |
$379 - $386
|
809
$38.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.85% |
$189 - $193
|
475
$22.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.06% |
$142 - $145
|
4.67K
$220K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$94.7 - $96.5
|
309
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$47.4 - $48.2
|
1
$47.2
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$47.4 - $48.2
|
8.84K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-5- 0.08% |
$237 - $241
|
6.64K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-23- 0.39% |
$1.09K - $1.11K
|
5.92K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-34- 0.49% |
$1.61K - $1.64K
|
6.84K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-38- 0.7% |
$1.8K - $1.83K
|
5.36K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.65% |
$1.8K - $1.83K
|
5.79K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-54- 0.91% |
$2.56K - $2.6K
|
5.86K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-54- 0.07% |
$2.56K - $2.6K
|
82.2K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56- 0.45% |
$2.65K - $2.7K
|
12.3K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-88- 1.03% |
$4.17K - $4.25K
|
8.46K
$399K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-174- 0.77% |
$8.24K - $8.39K
|
22.4K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-183- 2.4% |
$8.67K - $8.83K
|
7.44K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-198- 3.9% |
$9.38K - $9.55K
|
4.88K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-261- 2.64% |
$12.4K - $12.6K
|
9.61K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-300- 3.29% |
$14.2K - $14.5K
|
8.83K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-300- 5.39% |
$14.2K - $14.5K
|
5.27K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-358- 1.38% |
$17K - $17.3K
|
25.5K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-424- 2.36% |
$20.1K - $20.5K
|
17.5K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-424- 4.7% |
$20.1K - $20.5K
|
8.6K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-462- 6.76% |
$21.9K - $22.3K
|
6.38K
$301K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-487- 34.01% |
$23.1K - $23.5K
|
945
$44.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-535- 4.53% |
$25.3K - $25.8K
|
11.3K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-537- 7.27% |
$25.4K - $25.9K
|
6.85K
$323K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-597- 1.55% |
$28.3K - $28.8K
|
37.9K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-615- 1.65% |
$29.1K - $29.7K
|
36.7K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-621- 6.48% |
$29.4K - $30K
|
8.97K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-645- 1.04% |
$30.5K - $31.1K
|
61.4K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-678- 1.58% |
$32.1K - $32.7K
|
42.1K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-693- 1.75% |
$32.8K - $33.4K
|
39K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-856- 2.54% |
$40.5K - $41.3K
|
32.8K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-869- 9.91% |
$41.1K - $41.9K
|
7.9K
$372K
|