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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 18.42% |
$661 - $674
|
90
$4.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.23KNew |
$294K - $300K
|
6.23K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5.05K+ 1.36% |
$238K - $243K
|
375K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 5.9% |
$1.11M - $1.14M
|
423K
$20.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
136K+ 19.63% |
$6.43M - $6.57M
|
831K
$40M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 1.67% |
$377 - $385
|
470
$22.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.94K+ 4.5% |
$91.4K - $93.3K
|
45K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
44.7K+ 36.22% |
$2.11M - $2.15M
|
168K
$8.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
422+ 5.62% |
$19.9K - $20.3K
|
7.93K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
222K+ 8.41% |
$10.5M - $10.7M
|
2.86M
$138M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
20.2K+ 37.65% |
$954K - $974K
|
73.9K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-164- 1.92% |
$7.74K - $7.9K
|
8.39K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.41K- 1.77% |
$66.6K - $68K
|
78.2K
$3.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-236- 0.89% |
$11.1K - $11.4K
|
26.3K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.5K- 7.87% |
$871K - $889K
|
216K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.58K+ 124.02% |
$263K - $269K
|
10.1K
$486K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81.5KNew |
$3.84M - $3.92M
|
81.5K
$3.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
46+ 0.74% |
$2.17K - $2.22K
|
6.24K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.54% |
$6.61K - $6.74K
|
9.22K
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
674+ 32.08% |
$31.8K - $32.5K
|
2.78K
$134K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
745New |
$35.1K - $35.9K
|
745
$35.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.17K+ 3.96% |
$102K - $105K
|
56.9K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 1.52% |
$4.25K - $4.34K
|
5.83K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-4.23K- 3.95% |
$199K - $204K
|
103K
$4.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.1K- 26.98% |
$1.18M - $1.21M
|
67.9K
$3.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
472+ 7.13% |
$22.3K - $22.7K
|
7.09K
$342K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 65.95% |
$451K - $460K
|
24K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
778+ 9.38% |
$36.7K - $37.5K
|
9.07K
$437K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
78+ 0.74% |
$3.68K - $3.76K
|
10.6K
$513K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-318- 4.38% |
$15K - $15.3K
|
6.95K
$335K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.34K- 6.94% |
$63.4K - $64.7K
|
18K
$869K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.62K- 0.77% |
$123K - $126K
|
335K
$16.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18KNew |
$850K - $868K
|
18K
$869K
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-2.44K- 1.12% |
$115K - $117K
|
215K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 6.38% |
$1.74M - $1.78M
|
615K
$29.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 4.17% |
$94.4 - $96.3
|
46
$2.22K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13K- 17.12% |
$615K - $628K
|
63.1K
$3.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.36K- 3.61% |
$300K - $307K
|
170K
$8.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.77K+ 13.54% |
$178K - $182K
|
31.6K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
42+ 0.05% |
$1.98K - $2.02K
|
79.2K
$3.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.64K+ 5.89% |
$77.5K - $79.1K
|
29.5K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.17K- 2.45% |
$55K - $56.1K
|
46.3K
$2.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
72.1K+ 19.05% |
$3.4M - $3.47M
|
450K
$21.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-170- 1.88% |
$8.02K - $8.19K
|
8.89K
$428K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15KNew |
$708K - $723K
|
15K
$723K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.3KNew |
$579K - $591K
|
12.3K
$592K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.28K- 12.04% |
$60.2K - $61.4K
|
9.32K
$449K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 3236.84% |
$174K - $178K
|
3.8K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.03K+ 23.88% |
$95.7K - $97.7K
|
10.5K
$507K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$318K - $325K
|
6.75K
$325K
|
|