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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.71K- 46.02% |
$79.7K - $81.7K
|
2K
$96.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.78K- 18.83% |
$83.4K - $85.4K
|
7.69K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.92K- 16.06% |
$89.8K - $91.9K
|
10K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2K- 7.83% |
$93.5K - $95.8K
|
23.5K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2.46K- 29.09% |
$115K - $118K
|
5.98K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.98K- 9.09% |
$140K - $143K
|
29.8K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.13K- 3.68% |
$146K - $150K
|
81.7K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.8K- 64.4% |
$178K - $182K
|
2.1K
$101K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-4.2K- 10.95% |
$196K - $201K
|
34.1K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.47K- 16.45% |
$209K - $214K
|
22.7K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.51K- 17.52% |
$211K - $216K
|
21.3K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-4.72K- 19.27% |
$221K - $226K
|
19.8K
$952K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-4.83K- 6.72% |
$226K - $231K
|
67.1K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.11K- 6.83% |
$239K - $245K
|
69.7K
$3.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.14K- 2.04% |
$240K - $246K
|
246K
$11.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.33K- 3.08% |
$249K - $255K
|
168K
$8.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.45K- 54.77% |
$255K - $261K
|
4.5K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-5.76K- 4.74% |
$269K - $276K
|
116K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6K- 7.29% |
$281K - $287K
|
76.2K
$3.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.05K- 8.37% |
$283K - $290K
|
66.2K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.64K- 32.96% |
$310K - $318K
|
13.5K
$649K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-6.66K- 25.6% |
$312K - $319K
|
19.4K
$931K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7.01K- 48.28% |
$328K - $336K
|
7.51K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-7.61K- 6.46% |
$356K - $364K
|
110K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-8.93K- 28.17% |
$418K - $428K
|
22.8K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.18K- 2.9% |
$429K - $440K
|
307K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 5.29% |
$486K - $497K
|
186K
$8.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 28.68% |
$498K - $510K
|
26.5K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 37.86% |
$548K - $561K
|
19.2K
$925K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.8K- 16.1% |
$551K - $564K
|
61.4K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-11.9K- 23.35% |
$558K - $571K
|
39.1K
$1.88M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-12.8K- 41.83% |
$597K - $612K
|
17.8K
$854K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 26.28% |
$616K - $631K
|
36.9K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-13.9K- 22.71% |
$652K - $668K
|
47.5K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.79M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-15K- 28.55% |
$704K - $721K
|
37.7K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-15.2K- 29.65% |
$710K - $727K
|
36K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15.3K- 9.89% |
$714K - $731K
|
139K
$6.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15.4K- 41.87% |
$719K - $737K
|
21.3K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 1.89% |
$776K - $795K
|
862K
$41.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-16.8K- 18.06% |
$785K - $804K
|
76.2K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-17.1K- 5.75% |
$799K - $818K
|
280K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-17.8K- 62.0% |
$833K - $853K
|
10.9K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 8.35% |
$922K - $944K
|
216K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 19.41% |
$1.07M - $1.09M
|
94.6K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-24.5K- 27.31% |
$1.14M - $1.17M
|
65.1K
$3.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.9K- 22.59% |
$1.17M - $1.19M
|
85.4K
$4.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-26.8K- 3.86% |
$1.25M - $1.28M
|
667K
$32.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-32.1K- 4.99% |
$1.5M - $1.54M
|
611K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35K- 50.0% |
$1.64M - $1.68M
|
35K
$1.68M
|