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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.26KNew |
$340K - $348K
|
7.26K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12K+ 1571.74% |
$333K - $341K
|
7.57K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.91K+ 160.02% |
$323K - $331K
|
11.2K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.68K+ 113.87% |
$313K - $320K
|
12.6K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.17K+ 29.11% |
$288K - $295K
|
27.4K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.09K+ 8.72% |
$285K - $291K
|
75.9K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.89K+ 12.04% |
$275K - $282K
|
54.8K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.88K+ 7.86% |
$275K - $282K
|
80.7K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.81K+ 75.37% |
$272K - $278K
|
13.5K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.78KNew |
$270K - $277K
|
5.78K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
5.62K+ 8.29% |
$263K - $269K
|
73.3K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
5.53K+ 61.2% |
$258K - $265K
|
14.6K
$700K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.51K+ 122.28% |
$257K - $264K
|
10K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5.42K+ 1.48% |
$253K - $259K
|
370K
$17.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$251K - $257K
|
5.37K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.27KNew |
$246K - $252K
|
5.27K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.27KNew |
$200K - $204K
|
4.27K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 0.7% |
$192K - $196K
|
589K
$28.3M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 2.09% |
$180K - $184K
|
188K
$9.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.77K+ 21.88% |
$176K - $181K
|
21K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
2.95K+ 1.61% |
$138K - $141K
|
186K
$8.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.7K+ 41.81% |
$126K - $129K
|
9.17K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.67K+ 51.37% |
$125K - $128K
|
7.87K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.55K+ 14.19% |
$119K - $122K
|
20.5K
$985K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.27K+ 6.28% |
$106K - $109K
|
38.4K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.24K+ 18.24% |
$105K - $107K
|
14.5K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.22K+ 43.08% |
$104K - $106K
|
7.38K
$355K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
2.2K+ 38.36% |
$103K - $105K
|
7.94K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 5.45% |
$103K - $105K
|
42.5K
$2.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.16K+ 25.67% |
$101K - $104K
|
10.6K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.51K+ 7.75% |
$70.8K - $72.5K
|
21K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.48K+ 4.29% |
$69.1K - $70.8K
|
36K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.44K+ 16.22% |
$67.2K - $68.8K
|
10.3K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.34K+ 8.75% |
$62.4K - $63.9K
|
16.6K
$798K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.29K+ 19.8% |
$60.1K - $61.5K
|
7.78K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 4.58% |
$57.7K - $59.1K
|
28.2K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.18K+ 6.18% |
$55K - $56.3K
|
20.2K
$972K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.1K+ 2.5% |
$51.2K - $52.4K
|
44.8K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.09K+ 4.76% |
$50.7K - $52K
|
23.9K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.08K+ 2.76% |
$50.3K - $51.5K
|
40.1K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.01K+ 19.34% |
$47.4K - $48.5K
|
6.25K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
943+ 2.24% |
$44.1K - $45.2K
|
43.1K
$2.07M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 68.68% |
$39.3K - $40.2K
|
2.06K
$99.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
717+ 1.19% |
$33.5K - $34.3K
|
61K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
685+ 10.05% |
$32K - $32.8K
|
7.5K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
672+ 2.21% |
$31.4K - $32.2K
|
31K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
662+ 2.82% |
$31K - $31.7K
|
24.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
564+ 3.22% |
$26.4K - $27K
|
18.1K
$870K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
556+ 7.04% |
$26K - $26.6K
|
8.46K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
554+ 2.51% |
$25.9K - $26.5K
|
22.6K
$1.09M
|