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
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-35.6K- 22.39% |
$1.67M - $1.71M
|
123K
$5.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-36.1K- 46.54% |
$1.69M - $1.73M
|
41.5K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.3K- 8.64% |
$1.7M - $1.74M
|
384K
$18.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-55.1K- 20.21% |
$2.58M - $2.64M
|
218K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-56.2K- 30.71% |
$2.63M - $2.69M
|
127K
$6.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-66K- 16.35% |
$3.09M - $3.16M
|
338K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-73.4K- 9.56% |
$3.43M - $3.51M
|
694K
$33.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-90.4K- 21.21% |
$4.23M - $4.33M
|
336K
$16.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-97.4K- 3.56% |
$4.56M - $4.67M
|
2.64M
$127M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.3K- 75.73% |
$4.65M - $4.76M
|
31.8K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-108K- 29.35% |
$5.05M - $5.17M
|
260K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-264K- 41.12% |
$12.4M - $12.7M
|
378K
$18.2M
|