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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
22.1K+ 5.48% |
$1.05M - $1.07M
|
426K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
625+ 5.39% |
$29.6K - $30.2K
|
12.2K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.92K- 18.52% |
$280K - $285K
|
26K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56- 0.45% |
$2.65K - $2.7K
|
12.3K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-198- 3.9% |
$9.38K - $9.55K
|
4.88K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-23- 0.39% |
$1.09K - $1.11K
|
5.92K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
99+ 1.04% |
$4.69K - $4.78K
|
9.58K
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.06K- 54.52% |
$240K - $244K
|
4.22K
$199K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-6.1K- 38.81% |
$289K - $294K
|
9.62K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
410+ 0.95% |
$19.4K - $19.8K
|
43.7K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-34- 0.49% |
$1.61K - $1.64K
|
6.84K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
11.3KNew |
$534K - $544K
|
11.3K
$532K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.3K- 46.7% |
$2.92M - $2.98M
|
69.9K
$3.3M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$542K - $553K
|
11.4K
$537K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.82KNew |
$325K - $332K
|
6.82K
$322K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
356+ 1.64% |
$17K - $17.3K
|
22.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
412New |
$19.6K - $20K
|
412
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.08KNew |
$195K - $198K
|
4.08K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14+ 0.24% |
$667 - $680
|
5.87K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3KNew |
$680K - $693K
|
14.3K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.33KNew |
$301K - $307K
|
6.33K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
574+ 7.2% |
$27.4K - $27.9K
|
8.54K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
138New |
$6.58K - $6.71K
|
138
$6.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.8KNew |
$657K - $670K
|
13.8K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.69K- 12.09% |
$128K - $130K
|
19.5K
$921K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.8K- 39.36% |
$513K - $524K
|
16.6K
$784K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176New |
$8.39K - $8.55K
|
176
$8.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.32KNew |
$253K - $259K
|
5.32K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.39K+ 46.34% |
$162K - $165K
|
10.7K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 6.96% |
$3K - $3.06K
|
842
$39.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.02K+ 8.8% |
$48.7K - $49.7K
|
12.6K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
240+ 2.98% |
$11.4K - $11.7K
|
8.3K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
831New |
$39.6K - $40.4K
|
831
$39.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.22K- 39.28% |
$201K - $205K
|
6.52K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.01KNew |
$95.8K - $97.7K
|
2.01K
$94.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.03KNew |
$240K - $245K
|
5.03K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 28.57% |
$57.2K - $58.3K
|
5.4K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.11K- 35.5% |
$148K - $151K
|
5.65K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
519+ 11.09% |
$24.7K - $25.2K
|
5.2K
$245K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
670+ 6.62% |
$31.9K - $32.6K
|
10.8K
$509K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 4.63% |
$47.7K - $48.5K
|
20.6K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.08KNew |
$242K - $247K
|
5.08K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.33KNew |
$159K - $162K
|
3.33K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.55KNew |
$312K - $318K
|
6.55K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.14KNew |
$197K - $201K
|
4.14K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 7.89% |
$286 - $291
|
82
$3.87K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
922New |
$44K - $44.8K
|
922
$43.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
298New |
$14.2K - $14.5K
|
298
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 8.55% |
$68.4K - $69.6K
|
15.3K
$724K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7KNew |
$890K - $906K
|
18.7K
$881K
|
|