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 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
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 5.45% |
$103K - $105K
|
42.5K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56.2K- 30.71% |
$2.63M - $2.69M
|
127K
$5.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$93.5 - $95.8
|
311
$14.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
399K+ 36.13% |
$18.7M - $19.1M
|
1.5M
$71M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
117K+ 291.37% |
$5.46M - $5.59M
|
157K
$7.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-431- 3.04% |
$20.2K - $20.6K
|
13.7K
$648K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9+ 0.16% |
$421 - $431
|
5.58K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.72K- 19.27% |
$221K - $226K
|
19.8K
$935K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2K- 7.83% |
$93.5K - $95.8K
|
23.5K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.48% |
$468 - $479
|
2.06K
$97.3K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
554+ 2.51% |
$25.9K - $26.5K
|
22.6K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.3K- 8.64% |
$1.7M - $1.74M
|
384K
$18.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-108K- 29.35% |
$5.05M - $5.17M
|
260K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.17K+ 29.11% |
$288K - $295K
|
27.4K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4.83K- 6.72% |
$226K - $231K
|
67.1K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
133+ 0.35% |
$6.22K - $6.37K
|
38K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.92K- 16.06% |
$89.8K - $91.9K
|
10K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
194+ 0.3% |
$9.07K - $9.29K
|
64K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.14K- 2.04% |
$240K - $246K
|
246K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.01K+ 19.34% |
$47.4K - $48.5K
|
6.25K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-32.1K- 4.99% |
$1.5M - $1.54M
|
611K
$28.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.51K+ 122.28% |
$257K - $264K
|
10K
$472K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
$140 - $144
|
478
$22.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-12.8K- 41.83% |
$597K - $612K
|
17.8K
$839K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15.3K- 9.89% |
$714K - $731K
|
139K
$6.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
23.6K+ 51.26% |
$1.1M - $1.13M
|
69.6K
$3.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.33K- 3.08% |
$249K - $255K
|
168K
$7.93M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.38K+ 357.14% |
$160K - $163K
|
4.32K
$204K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.5KNew |
$496K - $505K
|
10.5K
$495K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
48+ 0.57% |
$2.27K - $2.32K
|
8.44K
$398K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 53.8% |
$67.4K - $68.7K
|
1.22K
$57.7K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.78K+ 23.2% |
$84.4K - $86K
|
9.47K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$47.4 - $48.2
|
8.84K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 14.67% |
$1.92M - $1.95M
|
316K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 3.35% |
$123K - $125K
|
74.8K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 160.92% |
$787K - $801K
|
26.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.16K- 1.59% |
$150K - $153K
|
196K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51.3K+ 7.36% |
$2.43M - $2.47M
|
748K
$35.3M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-2.19K- 21.2% |
$103K - $105K
|
8.12K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
69.6K+ 9.96% |
$3.29M - $3.36M
|
768K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.1K- 1.96% |
$760K - $774K
|
803K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 6.5% |
$89.4K - $91.1K
|
31K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
240+ 2.23% |
$11.4K - $11.6K
|
11K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.65% |
$1.8K - $1.83K
|
5.79K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
299K+ 63.93% |
$14.2M - $14.4M
|
768K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 8.28% |
$100K - $102K
|
23.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03K+ 21.03% |
$96.3K - $98.1K
|
11.7K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.44K- 18.92% |
$210K - $214K
|
19K
$898K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
18.2KNew |
$860K - $876K
|
18.2K
$857K
|
|