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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-264K- 41.12% |
$12.4M - $12.7M
|
378K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-108K- 29.35% |
$5.05M - $5.17M
|
260K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.3K- 75.73% |
$4.65M - $4.76M
|
31.8K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-97.4K- 3.56% |
$4.56M - $4.67M
|
2.64M
$125M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90.4K- 21.21% |
$4.23M - $4.33M
|
336K
$15.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-73.4K- 9.56% |
$3.43M - $3.51M
|
694K
$33M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-66K- 16.35% |
$3.09M - $3.16M
|
338K
$16M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56.2K- 30.71% |
$2.63M - $2.69M
|
127K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-55.1K- 20.21% |
$2.58M - $2.64M
|
218K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.3K- 8.64% |
$1.7M - $1.74M
|
384K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-36.1K- 46.54% |
$1.69M - $1.73M
|
41.5K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-35.6K- 22.39% |
$1.67M - $1.71M
|
123K
$5.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35K- 50.0% |
$1.64M - $1.68M
|
35K
$1.66M
|
|
|
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
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.9K- 22.59% |
$1.17M - $1.19M
|
85.4K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-24.5K- 27.31% |
$1.14M - $1.17M
|
65.1K
$3.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 19.41% |
$1.07M - $1.09M
|
94.6K
$4.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 8.35% |
$922K - $944K
|
216K
$10.3M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-16.8K- 18.06% |
$785K - $804K
|
76.2K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 1.89% |
$776K - $795K
|
862K
$40.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15.4K- 41.87% |
$719K - $737K
|
21.3K
$1.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15.3K- 9.89% |
$714K - $731K
|
139K
$6.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-15.2K- 29.65% |
$710K - $727K
|
36K
$1.71M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-15K- 28.55% |
$704K - $721K
|
37.7K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-13.9K- 22.71% |
$652K - $668K
|
47.5K
$2.25M
|
|
|
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 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-11.9K- 23.35% |
$558K - $571K
|
39.1K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.8K- 16.1% |
$551K - $564K
|
61.4K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 37.86% |
$548K - $561K
|
19.2K
$913K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 28.68% |
$498K - $510K
|
26.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 5.29% |
$486K - $497K
|
186K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.18K- 2.9% |
$429K - $440K
|
307K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-8.93K- 28.17% |
$418K - $428K
|
22.8K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-7.61K- 6.46% |
$356K - $364K
|
110K
$5.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7.01K- 48.28% |
$328K - $336K
|
7.51K
$357K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-6.66K- 25.6% |
$312K - $319K
|
19.4K
$919K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.64K- 32.96% |
$310K - $318K
|
13.5K
$641K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.05K- 8.37% |
$283K - $290K
|
66.2K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6K- 7.29% |
$281K - $287K
|
76.2K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-5.76K- 4.74% |
$269K - $276K
|
116K
$5.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.45K- 54.77% |
$255K - $261K
|
4.5K
$213K
|
|
|
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
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.11K- 6.83% |
$239K - $245K
|
69.7K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4.83K- 6.72% |
$226K - $231K
|
67.1K
$3.18M
|