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 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-944- 4.48% |
$44.7K - $45.5K
|
20.1K
$950K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 2.98% |
$54K - $55K
|
37.1K
$1.75M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 53.8% |
$67.4K - $68.7K
|
1.22K
$57.7K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.49K- 3.66% |
$70.7K - $72K
|
39.2K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.55K- 14.92% |
$73.5K - $74.9K
|
8.85K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.7K- 1.52% |
$80.4K - $81.9K
|
110K
$5.2M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.71K- 1.8% |
$80.7K - $82.2K
|
92.9K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.71K- 2.24% |
$81.1K - $82.6K
|
74.8K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.72K- 11.85% |
$81.3K - $82.8K
|
12.8K
$602K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.84K- 2.5% |
$87.1K - $88.8K
|
71.9K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.05K- 14.51% |
$97.3K - $99.1K
|
12.1K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 8.28% |
$100K - $102K
|
23.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-2.19K- 21.2% |
$103K - $105K
|
8.12K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 10.16% |
$113K - $116K
|
21.2K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 3.35% |
$123K - $125K
|
74.8K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.03K- 3.28% |
$144K - $146K
|
89.5K
$4.22M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.04K- 0.44% |
$144K - $146K
|
694K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.16K- 1.59% |
$150K - $153K
|
196K
$9.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.22K- 0.79% |
$152K - $155K
|
404K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.95K- 36.69% |
$187K - $191K
|
6.82K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-3.98K- 2.13% |
$188K - $192K
|
183K
$8.62M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.19K- 2.36% |
$199K - $202K
|
173K
$8.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-4.2K- 7.59% |
$199K - $203K
|
51.2K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.44K- 18.92% |
$210K - $214K
|
19K
$897K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.82K- 15.08% |
$228K - $233K
|
27.2K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.89K- 14.55% |
$231K - $236K
|
28.7K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-4.92K- 11.38% |
$233K - $237K
|
38.3K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.06K- 54.52% |
$240K - $244K
|
4.22K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-5.46K- 19.82% |
$258K - $263K
|
22.1K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-5.66K- 3.08% |
$268K - $273K
|
178K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.87K- 7.15% |
$278K - $283K
|
76.2K
$3.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.92K- 18.52% |
$280K - $285K
|
26K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-6.1K- 38.81% |
$289K - $294K
|
9.62K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6.21K- 3.28% |
$294K - $299K
|
183K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6.8K- 16.46% |
$322K - $328K
|
34.5K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.4K- 11.58% |
$494K - $503K
|
79.7K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-10.8K- 13.36% |
$510K - $519K
|
69.8K
$3.29M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-11K- 6.64% |
$520K - $530K
|
154K
$7.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-11K- 11.5% |
$522K - $532K
|
84.8K
$4M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-11.6K- 3.75% |
$548K - $558K
|
297K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-13.6K- 18.44% |
$645K - $657K
|
60.3K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.3K- 55.12% |
$675K - $688K
|
11.6K
$548K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.8K- 16.8% |
$700K - $713K
|
73.2K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.1K- 1.96% |
$760K - $774K
|
803K
$37.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-17.6K- 73.09% |
$835K - $851K
|
6.5K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20.2K- 34.71% |
$955K - $973K
|
38K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-24.3K- 23.86% |
$1.15M - $1.17M
|
77.6K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-39.7K- 3.47% |
$1.88M - $1.91M
|
1.1M
$52.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.8K- 7.4% |
$2.21M - $2.26M
|
585K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-54.8K- 13.74% |
$2.59M - $2.64M
|
344K
$16.2M
|