Latest Institutional Transactions on Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-754- 7.47% |
$35.3K - $36.1K
|
9.34K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12K+ 1571.74% |
$333K - $341K
|
7.57K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-24.5K- 27.31% |
$1.14M - $1.17M
|
65.1K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
62+ 1.06% |
$2.9K - $2.97K
|
5.92K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.33KNew |
$389K - $399K
|
8.33K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.91K+ 160.02% |
$323K - $331K
|
11.2K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.3K- 75.73% |
$4.65M - $4.76M
|
31.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.08KNew |
$424K - $435K
|
9.08K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 1.89% |
$776K - $795K
|
862K
$40.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.34K+ 8.75% |
$62.4K - $63.9K
|
16.6K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35K- 50.0% |
$1.64M - $1.68M
|
35K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.81K+ 75.37% |
$272K - $278K
|
13.5K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.89K+ 12.04% |
$275K - $282K
|
54.8K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
7.91K+ 7.93% |
$370K - $379K
|
108K
$5.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6K- 7.29% |
$281K - $287K
|
76.2K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.8K- 64.4% |
$178K - $182K
|
2.1K
$99.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.51K- 2.67% |
$70.6K - $72.3K
|
55K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
78+ 0.74% |
$3.65K - $3.74K
|
10.6K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15K+ 1.95% |
$700K - $717K
|
783K
$37.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
186+ 19.35% |
$8.7K - $8.91K
|
1.15K
$54.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.3K+ 32.61% |
$4.6M - $4.71M
|
400K
$19M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 0.73% |
$2.1K - $2.16K
|
6.2K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-16.8K- 18.06% |
$785K - $804K
|
76.2K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
44.9K+ 6.0% |
$2.1M - $2.15M
|
793K
$37.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
28.1K+ 293.8% |
$1.32M - $1.35M
|
37.7K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2.46K- 29.09% |
$115K - $118K
|
5.98K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.27KNew |
$246K - $252K
|
5.27K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
420+ 40.38% |
$19.6K - $20.1K
|
1.46K
$69.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
685+ 10.05% |
$32K - $32.8K
|
7.5K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.22K+ 43.08% |
$104K - $106K
|
7.38K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
943+ 2.24% |
$44.1K - $45.2K
|
43.1K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 5.2% |
$1.34M - $1.37M
|
579K
$27.5M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.55K+ 14.19% |
$119K - $122K
|
20.5K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$924K - $946K
|
19.8K
$938K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-593- 0.74% |
$27.7K - $28.4K
|
79.1K
$3.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-275- 3.25% |
$12.9K - $13.2K
|
8.19K
$389K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-264K- 41.12% |
$12.4M - $12.7M
|
378K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90.4K- 21.21% |
$4.23M - $4.33M
|
336K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.49KNew |
$397K - $407K
|
8.49K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-97.4K- 3.56% |
$4.56M - $4.67M
|
2.64M
$125M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.08KNew |
$378K - $387K
|
8.08K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-508- 4.62% |
$23.8K - $24.3K
|
10.5K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-675- 5.99% |
$31.6K - $32.3K
|
10.6K
$503K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-678- 7.56% |
$31.7K - $32.5K
|
8.29K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 28.68% |
$498K - $510K
|
26.5K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.26KNew |
$340K - $348K
|
7.26K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.56K- 0.88% |
$73.1K - $74.8K
|
176K
$8.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.45K- 54.77% |
$255K - $261K
|
4.5K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-13.9K- 22.71% |
$652K - $668K
|
47.5K
$2.25M
|