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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
12.8KNew |
$612K - $616K
|
12.8K
$615K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.83K+ 48.99% |
$424K - $427K
|
26.9K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.88KNew |
$282K - $284K
|
5.88K
$283K
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
519+ 9.05% |
$24.9K - $25.1K
|
6.25K
$301K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
6.57K+ 1.96% |
$315K - $318K
|
342K
$16.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
20.3K+ 89.33% |
$975K - $982K
|
43.1K
$2.08M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
30.7K+ 12.11% |
$1.48M - $1.49M
|
285K
$13.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.8K+ 5.58% |
$518K - $522K
|
204K
$9.85M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.64K- 9.42% |
$78.4K - $79K
|
15.7K
$758K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
26.7K+ 3.92% |
$1.28M - $1.29M
|
707K
$34.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.1K+ 3.81% |
$1.2M - $1.21M
|
682K
$32.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-180- 3.21% |
$8.64K - $8.7K
|
5.43K
$262K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.04% |
$132K - $133K
|
70.7K
$3.41M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
56.6K+ 178.24% |
$2.71M - $2.73M
|
88.3K
$4.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
33K+ 9.0% |
$1.58M - $1.6M
|
400K
$19.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
9.25K+ 71.01% |
$444K - $447K
|
22.3K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.96% |
$144 - $145
|
316
$15.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
148KNew |
$7.12M - $7.17M
|
148K
$7.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.1K+ 8.2% |
$535K - $539K
|
147K
$7.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 16.96% |
$1.16M - $1.17M
|
167K
$8.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 5.66% |
$71.9K - $72.4K
|
28K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.37K- 12.53% |
$401K - $404K
|
58.4K
$2.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.96K- 7.56% |
$93.8K - $94.5K
|
23.9K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 0.2% |
$816 - $822
|
8.59K
$414K
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.78K+ 0.34% |
$85.4K - $86K
|
531K
$25.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
24K+ 123.96% |
$1.15M - $1.16M
|
43.4K
$2.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-54- 0.53% |
$2.59K - $2.61K
|
10.1K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
138K+ 214.73% |
$6.63M - $6.68M
|
203K
$9.77M
|
|
|
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 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-10.3K- 45.76% |
$494K - $498K
|
12.2K
$588K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
319+ 3.46% |
$15.3K - $15.4K
|
9.54K
$460K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
8.14K+ 79.15% |
$391K - $394K
|
18.4K
$889K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.96K+ 8.05% |
$286K - $288K
|
80.1K
$3.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.89K+ 12.04% |
$139K - $140K
|
26.9K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.95KNew |
$381K - $384K
|
7.95K
$383K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.2K+ 8.0% |
$57.6K - $58K
|
16.2K
$781K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.51K+ 25.87% |
$312K - $315K
|
31.7K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.7K+ 20.79% |
$848K - $855K
|
103K
$4.95M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.9K- 2.02% |
$187K - $189K
|
190K
$9.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.45K+ 5.79% |
$117K - $118K
|
44.7K
$2.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.27K+ 3.36% |
$60.9K - $61.3K
|
39K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
313New |
$15K - $15.1K
|
313
$15.1K
|
|
|
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 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
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-707- 4.4% |
$33.9K - $34.2K
|
15.4K
$741K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.53K+ 12.35% |
$217K - $219K
|
41.2K
$1.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-25.5K- 1.71% |
$1.22M - $1.23M
|
1.47M
$70.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-857- 1.76% |
$41.1K - $41.4K
|
47.8K
$2.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.44K- 3.63% |
$117K - $118K
|
64.8K
$3.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
481+ 3.27% |
$23.1K - $23.2K
|
15.2K
$732K
|
|