Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-108K- 29.35% |
$5.05M - $5.17M
|
260K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56.2K- 30.71% |
$2.63M - $2.69M
|
127K
$6.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.3K- 8.64% |
$1.7M - $1.74M
|
384K
$18.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-32.1K- 4.99% |
$1.5M - $1.54M
|
611K
$29M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-26.8K- 3.86% |
$1.25M - $1.28M
|
667K
$31.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-17.8K- 62.0% |
$833K - $853K
|
10.9K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-17.1K- 5.75% |
$799K - $818K
|
280K
$13.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15.3K- 9.89% |
$714K - $731K
|
139K
$6.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 26.28% |
$616K - $631K
|
36.9K
$1.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-12.8K- 41.83% |
$597K - $612K
|
17.8K
$843K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-8.93K- 28.17% |
$418K - $428K
|
22.8K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-5.76K- 4.74% |
$269K - $276K
|
116K
$5.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.33K- 3.08% |
$249K - $255K
|
168K
$7.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.14K- 2.04% |
$240K - $246K
|
246K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4.83K- 6.72% |
$226K - $231K
|
67.1K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.72K- 19.27% |
$221K - $226K
|
19.8K
$940K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.51K- 17.52% |
$211K - $216K
|
21.3K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.13K- 3.68% |
$146K - $150K
|
81.7K
$3.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2K- 7.83% |
$93.5K - $95.8K
|
23.5K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.92K- 16.06% |
$89.8K - $91.9K
|
10K
$476K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.19K- 2.61% |
$55.8K - $57.1K
|
44.5K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-722- 1.01% |
$33.8K - $34.6K
|
70.6K
$3.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-525- 10.61% |
$24.6K - $25.1K
|
4.42K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-479- 0.28% |
$22.4K - $22.9K
|
173K
$8.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-431- 3.04% |
$20.2K - $20.6K
|
13.7K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-78- 0.07% |
$3.65K - $3.74K
|
107K
$5.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.48% |
$468 - $479
|
2.06K
$97.9K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-128K- 12.67% |
$6.04M - $6.15M
|
879K
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.8K- 7.4% |
$2.21M - $2.26M
|
585K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-24.3K- 23.86% |
$1.15M - $1.17M
|
77.6K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20.2K- 34.71% |
$955K - $973K
|
38K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.1K- 1.96% |
$760K - $774K
|
803K
$38.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.8K- 16.8% |
$700K - $713K
|
73.2K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.3K- 55.12% |
$675K - $688K
|
11.6K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.4K- 11.58% |
$494K - $503K
|
79.7K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6.8K- 16.46% |
$322K - $328K
|
34.5K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-6.1K- 38.81% |
$289K - $294K
|
9.62K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.92K- 18.52% |
$280K - $285K
|
26K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.87K- 7.15% |
$278K - $283K
|
76.2K
$3.62M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-5.66K- 3.08% |
$268K - $273K
|
178K
$8.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.06K- 54.52% |
$240K - $244K
|
4.22K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-4.92K- 11.38% |
$233K - $237K
|
38.3K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.82K- 15.08% |
$228K - $233K
|
27.2K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.44K- 18.92% |
$210K - $214K
|
19K
$903K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-4.2K- 7.59% |
$199K - $203K
|
51.2K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.95K- 36.69% |
$187K - $191K
|
6.82K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.22K- 0.79% |
$152K - $155K
|
404K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.16K- 1.59% |
$150K - $153K
|
196K
$9.32M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.03K- 3.28% |
$144K - $146K
|
89.5K
$4.25M
|
|