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 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
27+ 0.46% |
$1.26K - $1.29K
|
5.95K
$281K
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
131K+ 21.38% |
$6.21M - $6.33M
|
745K
$35.2M
|
|
|
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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51.3K+ 7.36% |
$2.43M - $2.47M
|
748K
$35.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48.1K+ 25.59% |
$2.28M - $2.32M
|
236K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
41K+ 6.82% |
$1.94M - $1.98M
|
642K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 14.67% |
$1.92M - $1.95M
|
316K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
35.2K+ 1.3% |
$1.67M - $1.7M
|
2.74M
$129M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
33.2KNew |
$1.57M - $1.6M
|
33.2K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 10.25% |
$1.33M - $1.35M
|
301K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
27.8K+ 30.92% |
$1.32M - $1.34M
|
118K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
22.1K+ 5.48% |
$1.05M - $1.07M
|
426K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
18.5K+ 13.17% |
$877K - $893K
|
159K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
18.5K+ 155.23% |
$875K - $891K
|
30.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
18.2KNew |
$860K - $876K
|
18.2K
$857K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.9KNew |
$849K - $865K
|
17.9K
$847K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 160.92% |
$787K - $801K
|
26.9K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
11.3KNew |
$534K - $544K
|
11.3K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9K+ 32.48% |
$515K - $524K
|
44.3K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10.9KNew |
$514K - $524K
|
10.9K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7K+ 18.07% |
$508K - $517K
|
70.1K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$498K - $508K
|
10.5K
$497K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.5KNew |
$496K - $505K
|
10.5K
$495K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.2K+ 235.09% |
$482K - $492K
|
14.5K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.94KNew |
$471K - $480K
|
9.94K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.96K+ 18.85% |
$424K - $432K
|
56.5K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8.43KNew |
$399K - $407K
|
8.43K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.15K+ 55.56% |
$386K - $393K
|
22.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.74K+ 9.08% |
$367K - $373K
|
93K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.64KNew |
$362K - $369K
|
7.64K
$361K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.25K+ 13.45% |
$296K - $301K
|
52.7K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.9KNew |
$279K - $285K
|
5.9K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
5.74KNew |
$272K - $277K
|
5.74K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.06KNew |
$240K - $244K
|
5.06K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
4.61KNew |
$218K - $222K
|
4.61K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4K+ 89.8% |
$189K - $193K
|
8.44K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.9K+ 25.88% |
$185K - $188K
|
19K
$895K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.6K+ 7.95% |
$170K - $174K
|
48.9K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
3.44K+ 3.58% |
$163K - $166K
|
99.7K
$4.71M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.38K+ 357.14% |
$160K - $163K
|
4.32K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.29K+ 4.21% |
$156K - $159K
|
81.3K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.23K+ 6.75% |
$153K - $156K
|
51.1K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.3K+ 42.43% |
$109K - $111K
|
7.71K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.18K+ 31.85% |
$103K - $105K
|
9.03K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.04K+ 7.88% |
$96.4K - $98.2K
|
27.9K
$1.32M
|
|