Dimensional ETF Tr Natl Mun Bd DFNM

DFNM Quotes by TradingView
Institutional shares held 25 Million
0 calls
0 puts
Total value of holdings $1.18B
$0 calls
$0 puts
# of Institutions 240

Quarterly Institutional Activity in DFNM

Shares Bought
Shares Sold
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Top Institutions Holding DFNM

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Latest Institutional Activity in DFNM

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 643K ($30.3M)
90.8K Shares purchased
16.44% Added
Q1 2025
Vestment Financial LLC Shares Held: 205K ($9.63M)
19.6K Shares purchased
10.61% Added
Q1 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 251K ($11.8M)
17.9K Shares purchased
7.67% Added
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 14.4K ($677K)
14.4K Shares purchased
New Holding
Q1 2025
Iowa State Bank Shares Held: 11.3K ($531K)
11.3K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 420K ($19.8M)
84.9K Shares sold
16.81% Reduced
Q1 2025
Foster Group, Inc. Shares Held: 1.1M ($52M)
39.7K Shares sold
3.47% Reduced
Q1 2025
Collective Family Office LLC Shares Held: 154K ($7.27M)
11K Shares sold
6.64% Reduced
Q1 2025
Five Oceans Advisors Shares Held: 9.62K ($453K)
6.1K Shares sold
38.81% Reduced
Q1 2025
Confluence Investment Management LLC Shares Held: 173K ($8.16M)
4.19K Shares sold
2.36% Reduced
View All Sellers

About DFNM

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DFNM Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on DFNM