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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.03K- 3.28% |
$144K - $146K
|
89.5K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 3.35% |
$123K - $125K
|
74.8K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-2.19K- 21.2% |
$103K - $105K
|
8.12K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 8.28% |
$100K - $102K
|
23.4K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.05K- 14.51% |
$97.3K - $99.1K
|
12.1K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.72K- 11.85% |
$81.3K - $82.8K
|
12.8K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.71K- 2.24% |
$81.1K - $82.6K
|
74.8K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.71K- 1.8% |
$80.7K - $82.2K
|
92.9K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.7K- 1.52% |
$80.4K - $81.9K
|
110K
$5.21M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 53.8% |
$67.4K - $68.7K
|
1.22K
$57.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 2.98% |
$54K - $55K
|
37.1K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-944- 4.48% |
$44.7K - $45.5K
|
20.1K
$951K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-869- 9.91% |
$41.1K - $41.9K
|
7.9K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-856- 2.54% |
$40.5K - $41.3K
|
32.8K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-678- 1.58% |
$32.1K - $32.7K
|
42.1K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-645- 1.04% |
$30.5K - $31.1K
|
61.4K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-621- 6.48% |
$29.4K - $30K
|
8.97K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-615- 1.65% |
$29.1K - $29.7K
|
36.7K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-537- 7.27% |
$25.4K - $25.9K
|
6.85K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-535- 4.53% |
$25.3K - $25.8K
|
11.3K
$532K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-462- 6.76% |
$21.9K - $22.3K
|
6.38K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-424- 4.7% |
$20.1K - $20.5K
|
8.6K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-300- 5.39% |
$14.2K - $14.5K
|
5.27K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-300- 3.29% |
$14.2K - $14.5K
|
8.83K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
SELL
|
- |
-261- 2.64% |
$12.4K - $12.6K
|
9.61K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-198- 3.9% |
$9.38K - $9.55K
|
4.88K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-183- 2.4% |
$8.67K - $8.83K
|
7.44K
$351K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-174- 0.77% |
$8.24K - $8.39K
|
22.4K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-88- 1.03% |
$4.17K - $4.25K
|
8.46K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56- 0.45% |
$2.65K - $2.7K
|
12.3K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-54- 0.91% |
$2.56K - $2.6K
|
5.86K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-54- 0.07% |
$2.56K - $2.6K
|
82.2K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.65% |
$1.8K - $1.83K
|
5.79K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-38- 0.7% |
$1.8K - $1.83K
|
5.36K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-34- 0.49% |
$1.61K - $1.64K
|
6.84K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-5- 0.08% |
$237 - $241
|
6.64K
$313K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.3K- 46.7% |
$2.92M - $2.98M
|
69.9K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.8K- 39.36% |
$513K - $524K
|
16.6K
$784K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.22K- 39.28% |
$201K - $205K
|
6.52K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.11K- 35.5% |
$148K - $151K
|
5.65K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.69K- 12.09% |
$128K - $130K
|
19.5K
$921K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 6.96% |
$3K - $3.06K
|
842
$39.8K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 8.55% |
$68.4K - $69.6K
|
15.3K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 4.63% |
$47.7K - $48.5K
|
20.6K
$973K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-283- 3.03% |
$13.5K - $13.7K
|
9.05K
$427K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-308- 5.82% |
$14.6K - $14.8K
|
4.99K
$235K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 29.94% |
$113K - $114K
|
5.52K
$261K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-37.3K- 3.98% |
$1.72M - $1.81M
|
901K
$42.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65K- 52.77% |
$261K - $274K
|
5.06K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 20.15% |
$95.6K - $100K
|
8.2K
$387K
|
|