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
$71M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
239K+ 75.64% |
$11.2M - $11.4M
|
554K
$26.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
129K+ 37.42% |
$6.01M - $6.16M
|
472K
$22.3M
|
|
|
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 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
101K+ 158.62% |
$4.71M - $4.82M
|
164K
$7.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
90KNew |
$4.21M - $4.31M
|
90K
$4.25M
|
|
|
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
|
Hb Wealth Management, LLC
|
BUY
|
- |
43.2K+ 187.71% |
$2.02M - $2.07M
|
66.2K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
41.7K+ 53.9% |
$1.95M - $2M
|
119K
$5.62M
|
|
|
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 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
23.6K+ 51.26% |
$1.1M - $1.13M
|
69.6K
$3.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
23.3K+ 11.4% |
$1.09M - $1.12M
|
228K
$10.8M
|
|
|
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 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.2K+ 4.13% |
$945K - $968K
|
509K
$24M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 98.99% |
$892K - $914K
|
38.4K
$1.81M
|
|
|
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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10K+ 24.18% |
$468K - $479K
|
51.4K
$2.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
9.21K+ 10.87% |
$431K - $441K
|
94K
$4.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.71KNew |
$361K - $369K
|
7.71K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.54K+ 74.47% |
$353K - $361K
|
17.7K
$834K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.17K+ 29.11% |
$288K - $295K
|
27.4K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.09K+ 8.72% |
$285K - $291K
|
75.9K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.78KNew |
$270K - $277K
|
5.78K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
5.62K+ 8.29% |
$263K - $269K
|
73.3K
$3.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.51K+ 122.28% |
$257K - $264K
|
10K
$472K
|
|
|
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 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.77K+ 21.88% |
$176K - $181K
|
21K
$992K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
2.95K+ 1.61% |
$138K - $141K
|
186K
$8.77M
|
|
|
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
|
Life Planning Partners, Inc
|
BUY
|
- |
2.67K+ 51.37% |
$125K - $128K
|
7.87K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 5.45% |
$103K - $105K
|
42.5K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.44K+ 16.22% |
$67.2K - $68.8K
|
10.3K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.29K+ 19.8% |
$60.1K - $61.5K
|
7.78K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.08K+ 2.76% |
$50.3K - $51.5K
|
40.1K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.01K+ 19.34% |
$47.4K - $48.5K
|
6.25K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
717+ 1.19% |
$33.5K - $34.3K
|
61K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
564+ 3.22% |
$26.4K - $27K
|
18.1K
$854K
|
|
|
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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
227+ 0.45% |
$10.6K - $10.9K
|
50.7K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
196+ 11.24% |
$9.17K - $9.39K
|
1.94K
$91.6K
|
|
|
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
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
133+ 0.35% |
$6.22K - $6.37K
|
38K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
127+ 1.96% |
$5.94K - $6.08K
|
6.62K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 0.81% |
$5.43K - $5.56K
|
14.5K
$684K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9+ 0.16% |
$421 - $431
|
5.58K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
$140 - $144
|
478
$22.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$93.5 - $95.8
|
311
$14.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
299K+ 63.93% |
$14.2M - $14.4M
|
768K
$36.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 56.84% |
$9.44M - $9.62M
|
550K
$26M
|
|