Latest Institutional Purchases of Dimensional ETF Tr Natl Mun Bd (DFNM)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
399K+ 36.13% |
$18.7M - $19.1M
|
1.5M
$72.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
340K+ 4541.36% |
$15.9M - $16.3M
|
347K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
239K+ 75.64% |
$11.2M - $11.4M
|
554K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
129K+ 37.42% |
$6.01M - $6.16M
|
472K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
117K+ 291.37% |
$5.46M - $5.59M
|
157K
$7.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
107KNew |
$5.01M - $5.13M
|
107K
$5.15M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 319.37% |
$4.75M - $4.87M
|
133K
$6.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
101K+ 158.62% |
$4.71M - $4.82M
|
164K
$7.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.3K+ 32.61% |
$4.6M - $4.71M
|
400K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
90KNew |
$4.21M - $4.31M
|
90K
$4.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
60.1K+ 1187.71% |
$2.81M - $2.88M
|
65.2K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
57.3K+ 57.83% |
$2.68M - $2.74M
|
156K
$7.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53.7KNew |
$2.51M - $2.57M
|
53.7K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
44.9K+ 6.0% |
$2.1M - $2.15M
|
793K
$38.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
43.2K+ 187.71% |
$2.02M - $2.07M
|
66.2K
$3.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
41.7K+ 53.9% |
$1.95M - $2M
|
119K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
37.8KNew |
$1.77M - $1.81M
|
37.8K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
30.1K+ 316.48% |
$1.41M - $1.44M
|
39.6K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 5.2% |
$1.34M - $1.37M
|
579K
$27.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
28.1K+ 293.8% |
$1.32M - $1.35M
|
37.7K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
27.9KNew |
$1.3M - $1.33M
|
27.9K
$1.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
23.6K+ 51.26% |
$1.1M - $1.13M
|
69.6K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
23.4K+ 24.44% |
$1.09M - $1.12M
|
119K
$5.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
23.3K+ 11.4% |
$1.09M - $1.12M
|
228K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22.8K+ 3762.93% |
$1.07M - $1.09M
|
23.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.3KNew |
$1.04M - $1.07M
|
22.3K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.2K+ 4.13% |
$945K - $968K
|
509K
$24.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$924K - $946K
|
19.8K
$950K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 98.99% |
$892K - $914K
|
38.4K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.9K+ 2.36% |
$885K - $906K
|
822K
$39.5M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
18.9K+ 48.08% |
$883K - $904K
|
58.1K
$2.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
17K+ 156.55% |
$795K - $814K
|
27.9K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
16.9K+ 89.04% |
$789K - $808K
|
35.8K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15K+ 1.95% |
$700K - $717K
|
783K
$37.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
12.6K+ 131.05% |
$589K - $603K
|
22.2K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.7K+ 91.39% |
$500K - $512K
|
22.4K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10K+ 24.18% |
$468K - $479K
|
51.4K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.82K+ 1214.09% |
$459K - $470K
|
10.6K
$511K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.48KNew |
$443K - $454K
|
9.48K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
9.21K+ 10.87% |
$431K - $441K
|
94K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.08KNew |
$424K - $435K
|
9.08K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.49KNew |
$397K - $407K
|
8.49K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.33KNew |
$389K - $399K
|
8.33K
$400K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.08KNew |
$378K - $387K
|
8.08K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
7.91K+ 7.93% |
$370K - $379K
|
108K
$5.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.71KNew |
$361K - $369K
|
7.71K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.54K+ 74.47% |
$353K - $361K
|
17.7K
$850K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.26KNew |
$340K - $348K
|
7.26K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12K+ 1571.74% |
$333K - $341K
|
7.57K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.91K+ 160.02% |
$323K - $331K
|
11.2K
$540K
|