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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.25K- 11.15% |
$59.1K - $60.4K
|
9.98K
$481K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.2K+ 73.4% |
$292K - $299K
|
14.6K
$706K
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.09K+ 22.87% |
$193K - $197K
|
22K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
84.7K+ 284.11% |
$4M - $4.08M
|
115K
$5.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 0.81% |
$36K - $36.8K
|
93.8K
$4.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
769+ 9.1% |
$36.3K - $37K
|
9.22K
$445K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-608- 3.97% |
$28.7K - $29.3K
|
14.7K
$710K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 21.77% |
$520K - $531K
|
61.7K
$2.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
78.7K+ 23.44% |
$3.72M - $3.79M
|
415K
$20M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.96K+ 13.46% |
$92.4K - $94.4K
|
16.5K
$796K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.1KNew |
$382K - $390K
|
8.1K
$390K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.47K+ 13.39% |
$69.4K - $70.9K
|
12.5K
$601K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-142- 0.63% |
$6.7K - $6.84K
|
22.5K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.87K+ 56.52% |
$183K - $187K
|
10.7K
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.4% |
$79K - $80.6K
|
68K
$3.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.14K- 3.34% |
$148K - $151K
|
90.9K
$4.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
205+ 0.31% |
$9.67K - $9.87K
|
67.3K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.08K+ 1.97% |
$51.1K - $52.2K
|
56.1K
$2.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.6K+ 10.46% |
$1.07M - $1.09M
|
239K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.13K+ 12.73% |
$53.1K - $54.2K
|
9.97K
$480K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.3K- 7.91% |
$1.43M - $1.46M
|
353K
$17M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
181K+ 38.37% |
$8.55M - $8.73M
|
654K
$31.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12New |
$566 - $578
|
12
$579
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37.2K+ 503.93% |
$1.75M - $1.79M
|
44.6K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.55K+ 6.46% |
$72.9K - $74.4K
|
25.4K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.51K+ 20.04% |
$71K - $72.5K
|
9.02K
$435K
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
36K+ 30.24% |
$1.7M - $1.73M
|
155K
$7.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
774+ 9.45% |
$36.5K - $37.3K
|
8.96K
$432K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-32- 0.56% |
$1.51K - $1.54K
|
5.7K
$275K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-11.1K- 1.41% |
$523K - $533K
|
772K
$37.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
818KNew |
$38.6M - $39.4M
|
818K
$39.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
7.76K+ 4.18% |
$366K - $374K
|
194K
$9.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.1K+ 5.32% |
$1.28M - $1.3M
|
536K
$25.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.03% |
$142 - $145
|
10.7K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.9K+ 9.33% |
$137K - $140K
|
33.9K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.2K+ 29.18% |
$529K - $540K
|
49.6K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.81K+ 2.97% |
$85.6K - $87.4K
|
62.8K
$3.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
61+ 0.29% |
$2.88K - $2.94K
|
21.4K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.94K+ 8.52% |
$91.7K - $93.6K
|
24.8K
$1.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
19.6K+ 5.64% |
$925K - $944K
|
367K
$17.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-16.1K- 76.4% |
$757K - $773K
|
4.96K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
973+ 16.37% |
$45.9K - $46.9K
|
6.92K
$334K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
731+ 2.03% |
$34.5K - $35.2K
|
36.7K
$1.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-603- 1.42% |
$28.4K - $29K
|
41.9K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.3K- 15.61% |
$487K - $497K
|
55.8K
$2.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.31K+ 29.65% |
$61.9K - $63.2K
|
5.73K
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.83K+ 7.24% |
$134K - $137K
|
42K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-99- 0.15% |
$4.67K - $4.77K
|
65.1K
$3.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
4.02K+ 1.44% |
$190K - $194K
|
284K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
28K+ 25.43% |
$1.32M - $1.35M
|
138K
$6.66M
|
|