Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
818KNew |
$38.6M - $39.4M
|
818K
$39.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
181K+ 38.37% |
$8.55M - $8.73M
|
654K
$31.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
84.7K+ 284.11% |
$4M - $4.08M
|
115K
$5.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81.5KNew |
$3.84M - $3.92M
|
81.5K
$3.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
78.7K+ 23.44% |
$3.72M - $3.79M
|
415K
$20M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
72.1K+ 19.05% |
$3.4M - $3.47M
|
450K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
66.8KNew |
$3.15M - $3.22M
|
66.8K
$3.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
48.5K+ 28.89% |
$2.29M - $2.34M
|
216K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
48.4K+ 40.64% |
$2.28M - $2.33M
|
167K
$8.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
45.5K+ 7.43% |
$2.14M - $2.19M
|
657K
$31.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37.2K+ 503.93% |
$1.75M - $1.79M
|
44.6K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 6.38% |
$1.74M - $1.78M
|
615K
$29.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
36K+ 30.24% |
$1.7M - $1.73M
|
155K
$7.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
35.7K+ 33.47% |
$1.68M - $1.72M
|
142K
$6.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33.8K+ 170.98% |
$1.6M - $1.63M
|
53.6K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
31.7KNew |
$1.5M - $1.53M
|
31.7K
$1.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
28.2K+ 11.47% |
$1.33M - $1.36M
|
274K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
28K+ 25.43% |
$1.32M - $1.35M
|
138K
$6.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.1K+ 5.32% |
$1.28M - $1.3M
|
536K
$25.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
25.9K+ 11.39% |
$1.22M - $1.25M
|
254K
$12.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.6K+ 10.46% |
$1.07M - $1.09M
|
239K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
19.6K+ 5.64% |
$925K - $944K
|
367K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 3.26% |
$907K - $926K
|
608K
$29.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18KNew |
$850K - $868K
|
18K
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
16.9KNew |
$796K - $813K
|
16.9K
$814K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
16.1K+ 10.3% |
$762K - $778K
|
173K
$8.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16K+ 774.39% |
$753K - $769K
|
18K
$870K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15KNew |
$708K - $723K
|
15K
$724K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 1.99% |
$628K - $641K
|
680K
$32.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
13KNew |
$614K - $627K
|
13K
$628K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.3KNew |
$579K - $591K
|
12.3K
$592K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
11.7K+ 15.97% |
$553K - $564K
|
85K
$4.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11.6K+ 149.52% |
$548K - $560K
|
19.4K
$936K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.2K+ 29.18% |
$529K - $540K
|
49.6K
$2.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 21.77% |
$520K - $531K
|
61.7K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10.1K+ 8.77% |
$479K - $489K
|
126K
$6.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 65.95% |
$451K - $460K
|
24K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.2K+ 10.22% |
$434K - $443K
|
99.2K
$4.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.17K+ 7.24% |
$433K - $442K
|
136K
$6.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.1KNew |
$382K - $390K
|
8.1K
$391K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
7.88K+ 20.7% |
$372K - $379K
|
45.9K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
7.76K+ 4.18% |
$366K - $374K
|
194K
$9.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$318K - $325K
|
6.75K
$326K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.25K+ 10.76% |
$295K - $301K
|
64.4K
$3.11M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 3.32% |
$293K - $300K
|
194K
$9.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.2K+ 73.4% |
$292K - $299K
|
14.6K
$706K
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.64KNew |
$266K - $271K
|
5.64K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.58K+ 124.02% |
$263K - $269K
|
10.1K
$486K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 20.02% |
$258K - $264K
|
32.8K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.14K+ 42.11% |
$243K - $248K
|
17.4K
$837K
|