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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
368KNew |
$17.5M - $17.9M
|
368K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
82K+ 17.43% |
$3.91M - $3.99M
|
553K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
60.1KNew |
$2.86M - $2.92M
|
60.1K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
53.8K+ 86.51% |
$2.56M - $2.61M
|
116K
$5.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
51.7KNew |
$2.46M - $2.51M
|
51.7K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
34.2K+ 9.25% |
$1.63M - $1.66M
|
404K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26.8K+ 16.66% |
$1.28M - $1.3M
|
188K
$9.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
26.4K+ 180.64% |
$1.26M - $1.28M
|
41.1K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
25.2K+ 162.19% |
$1.2M - $1.22M
|
40.7K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
17.9KNew |
$855K - $872K
|
17.9K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
15.3KNew |
$727K - $742K
|
15.3K
$732K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14.8K+ 3.68% |
$705K - $719K
|
417K
$20M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.3K+ 5.55% |
$584K - $596K
|
233K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
12K+ 4.92% |
$570K - $581K
|
255K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11.9K+ 22.56% |
$568K - $579K
|
64.8K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.6KNew |
$552K - $563K
|
11.6K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
11K+ 3.89% |
$523K - $533K
|
293K
$14M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
7.81K+ 4.95% |
$372K - $379K
|
165K
$7.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.43K+ 20.06% |
$307K - $313K
|
38.5K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.94KNew |
$283K - $289K
|
5.94K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.03KNew |
$240K - $245K
|
5.03K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.33KNew |
$207K - $211K
|
4.33K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
4.05K+ 4.71% |
$193K - $197K
|
89.9K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.64K+ 13.34% |
$174K - $177K
|
30.9K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.01KNew |
$95.8K - $97.7K
|
2.01K
$96.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.61K+ 4.56% |
$76.8K - $78.3K
|
37K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.51K+ 3.27% |
$72.1K - $73.5K
|
47.8K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.33K+ 3.41% |
$63.6K - $64.8K
|
40.5K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.28K+ 1.61% |
$60.9K - $62.1K
|
80.7K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 28.57% |
$57.2K - $58.3K
|
5.4K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
958+ 2.44% |
$45.6K - $46.6K
|
40.2K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
717+ 10.74% |
$34.2K - $34.8K
|
7.39K
$354K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
670+ 6.62% |
$31.9K - $32.6K
|
10.8K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
519+ 11.09% |
$24.7K - $25.2K
|
5.2K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
301+ 2.59% |
$14.3K - $14.6K
|
11.9K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 3.4% |
$14.3K - $14.6K
|
9.13K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
117+ 1.35% |
$5.58K - $5.69K
|
8.77K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
100+ 0.93% |
$4.77K - $4.86K
|
10.9K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
88+ 0.93% |
$4.19K - $4.28K
|
9.51K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.08% |
$3.53K - $3.6K
|
95.8K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
48+ 0.93% |
$2.29K - $2.33K
|
5.21K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 0.81% |
$667 - $680
|
1.74K
$83.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$143 - $146
|
307
$14.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
464KNew |
$22.2M - $22.5M
|
464K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
254KNew |
$12.1M - $12.3M
|
254K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
252KNew |
$12M - $12.2M
|
252K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 8.32% |
$3.51M - $3.57M
|
958K
$45.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 45.26% |
$3.06M - $3.11M
|
206K
$9.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
51.9K+ 8.95% |
$2.48M - $2.52M
|
632K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.7KNew |
$1.42M - $1.44M
|
29.7K
$1.42M
|
|