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 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
420+ 40.38% |
$19.6K - $20.1K
|
1.46K
$70.2K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
419+ 1.87% |
$19.6K - $20.1K
|
22.8K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
376+ 1.13% |
$17.6K - $18K
|
33.7K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
374+ 6.98% |
$17.5K - $17.9K
|
5.73K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
299+ 3.5% |
$14K - $14.3K
|
8.84K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
227+ 0.45% |
$10.6K - $10.9K
|
50.7K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
212+ 2.4% |
$9.92K - $10.2K
|
9.04K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
201+ 2.27% |
$9.4K - $9.63K
|
9.06K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
196+ 11.24% |
$9.17K - $9.39K
|
1.94K
$93.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
194+ 0.3% |
$9.07K - $9.29K
|
64K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
186+ 19.35% |
$8.7K - $8.91K
|
1.15K
$55.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
156+ 1.48% |
$7.3K - $7.47K
|
10.7K
$514K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
133+ 0.35% |
$6.22K - $6.37K
|
38K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
127+ 1.96% |
$5.94K - $6.08K
|
6.62K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 0.81% |
$5.43K - $5.56K
|
14.5K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114New |
$5.33K - $5.46K
|
114
$5.48K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
108+ 1.48% |
$5.05K - $5.17K
|
7.42K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86+ 0.74% |
$4.02K - $4.12K
|
11.7K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
81+ 0.74% |
$3.79K - $3.88K
|
11K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
78+ 0.74% |
$3.65K - $3.74K
|
10.6K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
62+ 1.06% |
$2.9K - $2.97K
|
5.92K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 0.73% |
$2.1K - $2.16K
|
6.2K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
27+ 0.46% |
$1.26K - $1.29K
|
5.95K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
20+ 0.07% |
$935 - $958
|
27.9K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9+ 0.16% |
$421 - $431
|
5.58K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
$140 - $144
|
478
$23K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$93.5 - $95.8
|
311
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 1.41% |
$46.8 - $47.9
|
70
$3.37K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 7.32% |
$281 - $287
|
76
$3.65K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.48% |
$468 - $479
|
2.06K
$99.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47- 0.53% |
$2.2K - $2.25K
|
8.79K
$423K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-78- 0.07% |
$3.65K - $3.74K
|
107K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-111- 1.67% |
$5.19K - $5.32K
|
6.53K
$314K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-236- 3.7% |
$11K - $11.3K
|
6.14K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-275- 3.25% |
$12.9K - $13.2K
|
8.19K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-283- 1.56% |
$13.2K - $13.6K
|
17.9K
$860K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-431- 3.04% |
$20.2K - $20.6K
|
13.7K
$660K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-479- 0.28% |
$22.4K - $22.9K
|
173K
$8.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-508- 4.62% |
$23.8K - $24.3K
|
10.5K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-525- 10.61% |
$24.6K - $25.1K
|
4.42K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-593- 0.74% |
$27.7K - $28.4K
|
79.1K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-675- 5.99% |
$31.6K - $32.3K
|
10.6K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-678- 7.56% |
$31.7K - $32.5K
|
8.29K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-722- 1.01% |
$33.8K - $34.6K
|
70.6K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-754- 7.47% |
$35.3K - $36.1K
|
9.34K
$449K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.19K- 2.61% |
$55.8K - $57.1K
|
44.5K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.51K- 2.67% |
$70.6K - $72.3K
|
55K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.56K- 0.88% |
$73.1K - $74.8K
|
176K
$8.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.69K- 2.07% |
$78.8K - $80.7K
|
79.6K
$3.83M
|