Latest Institutional Transactions on Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.75K- 34.33% |
$177K - $180K
|
7.16K
$345K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 32.23% |
$934K - $954K
|
81.2K
$3.92M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6K+ 118.47% |
$594K - $607K
|
23.2K
$1.12M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.94KNew |
$327K - $334K
|
6.94K
$335K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.04KNew |
$143K - $146K
|
3.04K
$147K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.08K+ 24.56% |
$145K - $149K
|
15.6K
$754K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.1K+ 37.53% |
$620K - $633K
|
48.2K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.9KNew |
$3.72M - $3.8M
|
78.9K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
459+ 4.33% |
$21.7K - $22.1K
|
11.1K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.13K+ 16.28% |
$289K - $295K
|
43.8K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26.1K- 32.37% |
$1.23M - $1.26M
|
54.6K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 23.53% |
$130K - $133K
|
14.5K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.1K+ 3.82% |
$241K - $246K
|
139K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.56K+ 0.84% |
$73.6K - $75.2K
|
188K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.1K- 67.33% |
$241K - $246K
|
2.47K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 10.98% |
$1.59M - $1.63M
|
341K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.07% |
$1.18K - $1.2K
|
33.7K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.72K+ 7.13% |
$81.1K - $82.8K
|
25.8K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.5K- 32.26% |
$1.3M - $1.33M
|
57.8K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-346- 1.23% |
$16.3K - $16.7K
|
27.8K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.29K+ 9.18% |
$155K - $158K
|
39.1K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.5K+ 526.42% |
$1.06M - $1.08M
|
26.7K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-772- 11.83% |
$36.4K - $37.2K
|
5.75K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32+ 0.31% |
$1.51K - $1.54K
|
10.5K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.24K+ 30.44% |
$294K - $300K
|
26.7K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$4.72K - $4.82K
|
100
$4.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.65K+ 32.75% |
$125K - $127K
|
10.7K
$517K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.87K+ 30.79% |
$324K - $331K
|
29.2K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.82K+ 26.0% |
$275K - $280K
|
28.2K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-978- 1.5% |
$46.1K - $47.1K
|
64.1K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.1K- 15.35% |
$146K - $149K
|
17.1K
$824K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.65K+ 7.75% |
$125K - $127K
|
36.8K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
171+ 11.71% |
$8.07K - $8.24K
|
1.63K
$78.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.04K- 16.86% |
$96.2K - $98.3K
|
10.1K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
66.5KNew |
$3.14M - $3.2M
|
66.5K
$3.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-759- 1.36% |
$35.8K - $36.6K
|
55.2K
$2.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.3K+ 1.74% |
$677K - $691K
|
836K
$40.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
243+ 2.92% |
$11.5K - $11.7K
|
8.57K
$413K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.32K- 1.72% |
$62K - $63.3K
|
74.9K
$3.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$572K - $584K
|
12.1K
$585K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$641K - $655K
|
13.6K
$655K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.25K+ 9.21% |
$58.8K - $60K
|
14.8K
$712K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.4K+ 2.32% |
$870K - $889K
|
812K
$39.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$424K - $433K
|
8.99K
$434K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 0.24% |
$98.9K - $101K
|
865K
$41.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-52- 0.7% |
$2.45K - $2.5K
|
7.37K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$478K - $488K
|
10.1K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.29K+ 15.64% |
$155K - $158K
|
24.3K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 19.47% |
$134K - $136K
|
17.4K
$837K
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
16.9K+ 15.67% |
$796K - $813K
|
124K
$6M
|
|