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 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
$2.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
973+ 7.09% |
$45.9K - $46.9K
|
14.7K
$710K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
973+ 16.37% |
$45.9K - $46.9K
|
6.92K
$334K
|
|
|
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
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
769+ 9.1% |
$36.3K - $37K
|
9.22K
$446K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
745New |
$35.1K - $35.9K
|
745
$36K
|
|
|
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
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
422+ 5.62% |
$19.9K - $20.3K
|
7.93K
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
375+ 2.07% |
$17.7K - $18.1K
|
18.5K
$892K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
310+ 0.81% |
$14.6K - $14.9K
|
38.7K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
243+ 2.92% |
$11.5K - $11.7K
|
8.57K
$414K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
205+ 0.31% |
$9.67K - $9.87K
|
67.3K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
171+ 11.71% |
$8.07K - $8.24K
|
1.63K
$78.8K
|
|
|
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
$514K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
61+ 0.29% |
$2.88K - $2.94K
|
21.4K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
46+ 0.74% |
$2.17K - $2.22K
|
6.24K
$302K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
42+ 0.05% |
$1.98K - $2.02K
|
79.2K
$3.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
27+ 0.48% |
$1.27K - $1.3K
|
5.61K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 18.42% |
$661 - $674
|
90
$4.35K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12New |
$566 - $578
|
12
$580
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.03% |
$142 - $145
|
10.7K
$516K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.64% |
$94.4 - $96.3
|
313
$15.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 4.17% |
$94.4 - $96.3
|
46
$2.22K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 1.67% |
$377 - $385
|
470
$22.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-32- 0.56% |
$1.51K - $1.54K
|
5.7K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-52- 0.7% |
$2.45K - $2.5K
|
7.37K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 6.19% |
$3.35K - $3.42K
|
1.08K
$52K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 1.52% |
$4.25K - $4.34K
|
5.83K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-99- 0.15% |
$4.67K - $4.77K
|
65.1K
$3.14M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-142- 0.63% |
$6.7K - $6.84K
|
22.5K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-164- 1.92% |
$7.74K - $7.9K
|
8.39K
$405K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-170- 1.88% |
$8.02K - $8.19K
|
8.89K
$429K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-236- 0.89% |
$11.1K - $11.4K
|
26.3K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-318- 4.38% |
$15K - $15.3K
|
6.95K
$336K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-393- 6.29% |
$18.5K - $18.9K
|
5.86K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-603- 1.42% |
$28.4K - $29K
|
41.9K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-608- 3.97% |
$28.7K - $29.3K
|
14.7K
$711K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-700- 6.98% |
$33K - $33.7K
|
9.33K
$451K
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-759- 1.36% |
$35.8K - $36.6K
|
55.2K
$2.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 0.81% |
$36K - $36.8K
|
93.8K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-978- 1.5% |
$46.1K - $47.1K
|
64.1K
$3.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.14K- 3.16% |
$53.7K - $54.9K
|
34.9K
$1.68M
|