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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-479- 0.28% |
$22.4K - $22.9K
|
173K
$8.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-17.1K- 5.75% |
$799K - $818K
|
280K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
129K+ 37.42% |
$6.01M - $6.16M
|
472K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-26.8K- 3.86% |
$1.25M - $1.28M
|
667K
$31.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 0.81% |
$5.43K - $5.56K
|
14.5K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5.42K+ 1.48% |
$253K - $259K
|
370K
$17.5M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 2.09% |
$180K - $184K
|
188K
$8.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10K+ 24.18% |
$468K - $479K
|
51.4K
$2.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.7K+ 41.81% |
$126K - $129K
|
9.17K
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
18.9K+ 48.08% |
$883K - $904K
|
58.1K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
9.21K+ 10.87% |
$431K - $441K
|
94K
$4.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.67K+ 51.37% |
$125K - $128K
|
7.87K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-525- 10.61% |
$24.6K - $25.1K
|
4.42K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
2.95K+ 1.61% |
$138K - $141K
|
186K
$8.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
227+ 0.45% |
$10.6K - $10.9K
|
50.7K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.2K+ 4.13% |
$945K - $968K
|
509K
$24M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.19K- 2.61% |
$55.8K - $57.1K
|
44.5K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
90KNew |
$4.21M - $4.31M
|
90K
$4.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
5.62K+ 8.29% |
$263K - $269K
|
73.3K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 98.99% |
$892K - $914K
|
38.4K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
57.3K+ 57.83% |
$2.68M - $2.74M
|
156K
$7.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.09K+ 8.72% |
$285K - $291K
|
75.9K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
127+ 1.96% |
$5.94K - $6.08K
|
6.62K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.51K- 17.52% |
$211K - $216K
|
21.3K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
43.2K+ 187.71% |
$2.02M - $2.07M
|
66.2K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.44K+ 16.22% |
$67.2K - $68.8K
|
10.3K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
239K+ 75.64% |
$11.2M - $11.4M
|
554K
$26.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
41.7K+ 53.9% |
$1.95M - $2M
|
119K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-78- 0.07% |
$3.65K - $3.74K
|
107K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-722- 1.01% |
$33.8K - $34.6K
|
70.6K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-17.8K- 62.0% |
$833K - $853K
|
10.9K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-5.76K- 4.74% |
$269K - $276K
|
116K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.29K+ 19.8% |
$60.1K - $61.5K
|
7.78K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22.8K+ 3762.93% |
$1.07M - $1.09M
|
23.4K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
564+ 3.22% |
$26.4K - $27K
|
18.1K
$854K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-8.93K- 28.17% |
$418K - $428K
|
22.8K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.54K+ 74.47% |
$353K - $361K
|
17.7K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.71KNew |
$361K - $369K
|
7.71K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
196+ 11.24% |
$9.17K - $9.39K
|
1.94K
$91.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.77K+ 21.88% |
$176K - $181K
|
21K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.78KNew |
$270K - $277K
|
5.78K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
30.1K+ 316.48% |
$1.41M - $1.44M
|
39.6K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.13K- 3.68% |
$146K - $150K
|
81.7K
$3.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 26.28% |
$616K - $631K
|
36.9K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
23.3K+ 11.4% |
$1.09M - $1.12M
|
228K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
101K+ 158.62% |
$4.71M - $4.82M
|
164K
$7.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
717+ 1.19% |
$33.5K - $34.3K
|
61K
$2.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.08K+ 2.76% |
$50.3K - $51.5K
|
40.1K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56.2K- 30.71% |
$2.63M - $2.69M
|
127K
$5.98M
|