Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q2 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR NATL MUN BD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 7.32% |
$281 - $287
|
76
$3.59K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.48% |
$468 - $479
|
2.06K
$97.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-78- 0.07% |
$3.65K - $3.74K
|
107K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-431- 3.04% |
$20.2K - $20.6K
|
13.7K
$648K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-479- 0.28% |
$22.4K - $22.9K
|
173K
$8.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-525- 10.61% |
$24.6K - $25.1K
|
4.42K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-722- 1.01% |
$33.8K - $34.6K
|
70.6K
$3.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.19K- 2.61% |
$55.8K - $57.1K
|
44.5K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.92K- 16.06% |
$89.8K - $91.9K
|
10K
$474K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2K- 7.83% |
$93.5K - $95.8K
|
23.5K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.13K- 3.68% |
$146K - $150K
|
81.7K
$3.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.51K- 17.52% |
$211K - $216K
|
21.3K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.72K- 19.27% |
$221K - $226K
|
19.8K
$935K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4.83K- 6.72% |
$226K - $231K
|
67.1K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.14K- 2.04% |
$240K - $246K
|
246K
$11.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.33K- 3.08% |
$249K - $255K
|
168K
$7.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-5.76K- 4.74% |
$269K - $276K
|
116K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-8.93K- 28.17% |
$418K - $428K
|
22.8K
$1.07M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-12.8K- 41.83% |
$597K - $612K
|
17.8K
$839K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 26.28% |
$616K - $631K
|
36.9K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15.3K- 9.89% |
$714K - $731K
|
139K
$6.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-17.1K- 5.75% |
$799K - $818K
|
280K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-17.8K- 62.0% |
$833K - $853K
|
10.9K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-26.8K- 3.86% |
$1.25M - $1.28M
|
667K
$31.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-32.1K- 4.99% |
$1.5M - $1.54M
|
611K
$28.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-36.1K- 46.54% |
$1.69M - $1.73M
|
41.5K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.3K- 8.64% |
$1.7M - $1.74M
|
384K
$18.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-55.1K- 20.21% |
$2.58M - $2.64M
|
218K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56.2K- 30.71% |
$2.63M - $2.69M
|
127K
$5.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-108K- 29.35% |
$5.05M - $5.17M
|
260K
$12.3M
|