Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.33MNew |
$63.7M - $64.1M
|
1.33M
$64M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
148KNew |
$7.12M - $7.17M
|
148K
$7.15M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
138K+ 214.73% |
$6.63M - $6.68M
|
203K
$9.77M
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
103KNew |
$4.95M - $4.98M
|
103K
$4.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
87.6K+ 31.95% |
$4.2M - $4.24M
|
362K
$17.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
71.8K+ 46.34% |
$3.45M - $3.47M
|
227K
$10.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
70.9K+ 15.74% |
$3.4M - $3.42M
|
521K
$25.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
65.3K+ 8.46% |
$3.13M - $3.16M
|
837K
$40.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
56.6K+ 178.24% |
$2.71M - $2.73M
|
88.3K
$4.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
51.9K+ 30.96% |
$2.49M - $2.51M
|
219K
$10.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
47.2K+ 19.74% |
$2.26M - $2.28M
|
286K
$13.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
33.3K+ 310.89% |
$1.6M - $1.61M
|
44.1K
$2.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
33K+ 9.0% |
$1.58M - $1.6M
|
400K
$19.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
30.7K+ 12.11% |
$1.48M - $1.49M
|
285K
$13.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
26.7K+ 3.92% |
$1.28M - $1.29M
|
707K
$34.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.3K+ 15.23% |
$1.26M - $1.27M
|
199K
$9.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.1K+ 3.81% |
$1.2M - $1.21M
|
682K
$32.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 16.96% |
$1.16M - $1.17M
|
167K
$8.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
24K+ 123.96% |
$1.15M - $1.16M
|
43.4K
$2.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
20.3K+ 89.33% |
$975K - $982K
|
43.1K
$2.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.7K+ 20.79% |
$848K - $855K
|
103K
$4.95M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
17.5KNew |
$839K - $845K
|
17.5K
$843K
|
|
|
Jan 23, 2026
Q4 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
14.5K+ 29.15% |
$694K - $699K
|
64.1K
$3.09M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
13K+ 73.34% |
$622K - $626K
|
30.6K
$1.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
12.8KNew |
$612K - $616K
|
12.8K
$615K
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
11.9KNew |
$572K - $576K
|
11.9K
$574K
|
|
|
Jan 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11.2K+ 8.92% |
$538K - $542K
|
137K
$6.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.1K+ 8.2% |
$535K - $539K
|
147K
$7.09M
|
|
|
Jan 22, 2026
Q4 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.8K+ 5.58% |
$518K - $522K
|
204K
$9.85M
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
10K+ 31.64% |
$480K - $484K
|
41.6K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
9.25K+ 71.01% |
$444K - $447K
|
22.3K
$1.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.83K+ 48.99% |
$424K - $427K
|
26.9K
$1.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
8.78K+ 5.48% |
$421K - $424K
|
169K
$8.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
8.14K+ 79.15% |
$391K - $394K
|
18.4K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.95KNew |
$381K - $384K
|
7.95K
$383K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.75K+ 69.22% |
$372K - $374K
|
18.9K
$913K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
6.57K+ 1.96% |
$315K - $318K
|
342K
$16.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.51K+ 25.87% |
$312K - $315K
|
31.7K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.96K+ 8.05% |
$286K - $288K
|
80.1K
$3.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.88KNew |
$282K - $284K
|
5.88K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
5.02K+ 9.35% |
$241K - $242K
|
58.7K
$2.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.53K+ 12.35% |
$217K - $219K
|
41.2K
$1.99M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.49K+ 6.56% |
$216K - $217K
|
73K
$3.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 37.74% |
$163K - $164K
|
12.4K
$599K
|
|
|
Jan 27, 2026
Q4 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.24K+ 9.55% |
$156K - $157K
|
37.2K
$1.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.16K+ 6.87% |
$151K - $153K
|
49.1K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.89K+ 12.04% |
$139K - $140K
|
26.9K
$1.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.8K+ 6.05% |
$134K - $135K
|
49K
$2.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.04% |
$132K - $133K
|
70.7K
$3.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.45K+ 5.79% |
$117K - $118K
|
44.7K
$2.15M
|
|