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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11.6K+ 149.52% |
$548K - $560K
|
19.4K
$935K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.2K+ 29.18% |
$529K - $540K
|
49.6K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 21.77% |
$520K - $531K
|
61.7K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10.1K+ 8.77% |
$479K - $489K
|
126K
$6.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$478K - $488K
|
10.1K
$488K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 65.95% |
$451K - $460K
|
24K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.2K+ 10.22% |
$434K - $443K
|
99.2K
$4.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.17K+ 7.24% |
$433K - $442K
|
136K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$424K - $433K
|
8.99K
$434K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.1KNew |
$382K - $390K
|
8.1K
$390K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
7.88K+ 20.7% |
$372K - $379K
|
45.9K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
7.76K+ 4.18% |
$366K - $374K
|
194K
$9.33M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.94KNew |
$327K - $334K
|
6.94K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.87K+ 30.79% |
$324K - $331K
|
29.2K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$318K - $325K
|
6.75K
$325K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.25K+ 10.76% |
$295K - $301K
|
64.4K
$3.1M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.24K+ 30.44% |
$294K - $300K
|
26.7K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.23KNew |
$294K - $300K
|
6.23K
$300K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 3.32% |
$293K - $300K
|
194K
$9.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.2K+ 73.4% |
$292K - $299K
|
14.6K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.13K+ 16.28% |
$289K - $295K
|
43.8K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.82K+ 26.0% |
$275K - $280K
|
28.2K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.58K+ 124.02% |
$263K - $269K
|
10.1K
$486K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 20.02% |
$258K - $264K
|
32.8K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.14K+ 42.11% |
$243K - $248K
|
17.4K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.1K+ 3.82% |
$241K - $246K
|
139K
$6.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5.05K+ 1.36% |
$238K - $243K
|
375K
$18.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
4.83K+ 7.54% |
$228K - $233K
|
68.9K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.09K+ 22.87% |
$193K - $197K
|
22K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
4.02K+ 1.44% |
$190K - $194K
|
284K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.9K+ 18.37% |
$184K - $188K
|
25.2K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.87K+ 56.52% |
$183K - $187K
|
10.7K
$517K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 2.42% |
$179K - $183K
|
160K
$7.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.77K+ 13.54% |
$178K - $182K
|
31.6K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 3236.84% |
$174K - $178K
|
3.8K
$183K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.48K+ 4.93% |
$164K - $168K
|
74.1K
$3.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 57.75% |
$163K - $166K
|
9.44K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.29K+ 15.64% |
$155K - $158K
|
24.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.29K+ 9.18% |
$155K - $158K
|
39.1K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.12K+ 13.69% |
$147K - $150K
|
25.9K
$1.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.08K+ 24.56% |
$145K - $149K
|
15.6K
$754K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.04KNew |
$143K - $146K
|
3.04K
$147K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 12.91% |
$143K - $146K
|
26.5K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.9K+ 9.33% |
$137K - $140K
|
33.9K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.83K+ 7.24% |
$134K - $137K
|
42K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 19.47% |
$134K - $136K
|
17.4K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 23.53% |
$130K - $133K
|
14.5K
$697K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.65K+ 7.75% |
$125K - $127K
|
36.8K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.65K+ 32.75% |
$125K - $127K
|
10.7K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
2.32K+ 1.41% |
$110K - $112K
|
167K
$8.03M
|
|