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 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
4.83K+ 7.54% |
$228K - $233K
|
68.9K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.09K+ 22.87% |
$193K - $197K
|
22K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
4.02K+ 1.44% |
$190K - $194K
|
284K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.9K+ 18.37% |
$184K - $188K
|
25.2K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.87K+ 56.52% |
$183K - $187K
|
10.7K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 2.42% |
$179K - $183K
|
160K
$7.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.77K+ 13.54% |
$178K - $182K
|
31.6K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 3236.84% |
$174K - $178K
|
3.8K
$184K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.48K+ 4.93% |
$164K - $168K
|
74.1K
$3.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 57.75% |
$163K - $166K
|
9.44K
$455K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.12K+ 13.69% |
$147K - $150K
|
25.9K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 12.91% |
$143K - $146K
|
26.5K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.9K+ 9.33% |
$137K - $140K
|
33.9K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.83K+ 7.24% |
$134K - $137K
|
42K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
2.32K+ 1.41% |
$110K - $112K
|
167K
$8.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.25K+ 28.62% |
$106K - $109K
|
10.1K
$488K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.2K+ 5.5% |
$104K - $106K
|
42.3K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.17K+ 3.96% |
$102K - $105K
|
56.9K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.03K+ 23.88% |
$95.7K - $97.7K
|
10.5K
$508K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.02K+ 22.07% |
$95.4K - $97.4K
|
11.2K
$540K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.96K+ 13.46% |
$92.4K - $94.4K
|
16.5K
$797K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.94K+ 8.52% |
$91.7K - $93.6K
|
24.8K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.81K+ 2.97% |
$85.6K - $87.4K
|
62.8K
$3.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.64K+ 5.89% |
$77.5K - $79.1K
|
29.5K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.55K+ 6.46% |
$72.9K - $74.4K
|
25.4K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.51K+ 20.04% |
$71K - $72.5K
|
9.02K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.47K+ 13.39% |
$69.4K - $70.9K
|
12.5K
$601K
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.39K+ 3.11% |
$65.7K - $67.1K
|
46.2K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.31K+ 29.65% |
$61.9K - $63.2K
|
5.73K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.21K+ 143.71% |
$57.1K - $58.3K
|
2.05K
$99K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.13K+ 12.73% |
$53.1K - $54.2K
|
9.97K
$481K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.12K+ 1.48% |
$52.9K - $54K
|
77K
$3.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.08K+ 1.97% |
$51.1K - $52.2K
|
56.1K
$2.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
973+ 16.37% |
$45.9K - $46.9K
|
6.92K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
973+ 7.09% |
$45.9K - $46.9K
|
14.7K
$709K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
832+ 2.25% |
$39.3K - $40.1K
|
37.8K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
778+ 9.38% |
$36.7K - $37.5K
|
9.07K
$438K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
774+ 9.45% |
$36.5K - $37.3K
|
8.96K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
769+ 9.1% |
$36.3K - $37K
|
9.22K
$445K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
745New |
$35.1K - $35.9K
|
745
$35.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
731+ 2.03% |
$34.5K - $35.2K
|
36.7K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
674+ 32.08% |
$31.8K - $32.5K
|
2.78K
$134K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
537+ 2.42% |
$25.3K - $25.9K
|
22.7K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
472+ 7.13% |
$22.3K - $22.7K
|
7.09K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
375+ 2.07% |
$17.7K - $18.1K
|
18.5K
$891K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
310+ 0.81% |
$14.6K - $14.9K
|
38.7K
$1.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
205+ 0.31% |
$9.67K - $9.87K
|
67.3K
$3.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.54% |
$6.61K - $6.74K
|
9.22K
$445K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
78+ 0.74% |
$3.68K - $3.76K
|
10.6K
$513K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
61+ 0.29% |
$2.88K - $2.94K
|
21.4K
$1.03M
|