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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.12K+ 1.48% |
$52.9K - $54K
|
77K
$3.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.25K+ 28.62% |
$106K - $109K
|
10.1K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 2.42% |
$179K - $183K
|
160K
$7.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 3.26% |
$907K - $926K
|
608K
$29.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
375+ 2.07% |
$17.7K - $18.1K
|
18.5K
$890K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.2K+ 10.22% |
$434K - $443K
|
99.2K
$4.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.72K- 48.33% |
$175K - $179K
|
3.97K
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.14K+ 42.11% |
$243K - $248K
|
17.4K
$837K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.25K- 64.43% |
$59K - $60.2K
|
690
$33.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
31.7KNew |
$1.5M - $1.53M
|
31.7K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11.6K+ 149.52% |
$548K - $560K
|
19.4K
$935K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.9K- 10.67% |
$89.4K - $91.3K
|
15.9K
$765K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 6.19% |
$3.35K - $3.42K
|
1.08K
$51.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
35.7K+ 33.47% |
$1.68M - $1.72M
|
142K
$6.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.79K- 11.56% |
$226K - $231K
|
36.7K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
4.83K+ 7.54% |
$228K - $233K
|
68.9K
$3.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-24.6K- 4.44% |
$1.16M - $1.18M
|
529K
$25.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
832+ 2.25% |
$39.3K - $40.1K
|
37.8K
$1.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
310+ 0.81% |
$14.6K - $14.9K
|
38.7K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.17K+ 7.24% |
$433K - $442K
|
136K
$6.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.81K- 9.62% |
$180K - $184K
|
35.8K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
45.5K+ 7.43% |
$2.14M - $2.19M
|
657K
$31.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
25.9K+ 11.39% |
$1.22M - $1.25M
|
254K
$12.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03K+ 12.91% |
$143K - $146K
|
26.5K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 57.75% |
$163K - $166K
|
9.44K
$455K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 1.99% |
$628K - $641K
|
680K
$32.8M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.25K+ 10.76% |
$295K - $301K
|
64.4K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.2K+ 5.5% |
$104K - $106K
|
42.3K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
2.32K+ 1.41% |
$110K - $112K
|
167K
$8.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.12K+ 13.69% |
$147K - $150K
|
25.9K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
16.9KNew |
$796K - $813K
|
16.9K
$813K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
16.1K+ 10.3% |
$762K - $778K
|
173K
$8.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10.1K+ 8.77% |
$479K - $489K
|
126K
$6.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.21K+ 143.71% |
$57.1K - $58.3K
|
2.05K
$98.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
48.4K+ 40.64% |
$2.28M - $2.33M
|
167K
$8.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-7.47K- 31.74% |
$352K - $360K
|
16.1K
$775K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-393- 6.29% |
$18.5K - $18.9K
|
5.86K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-12.1K- 0.81% |
$572K - $584K
|
1.49M
$71.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-33K- 40.46% |
$1.56M - $1.59M
|
48.6K
$2.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.9K+ 18.37% |
$184K - $188K
|
25.2K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 3.32% |
$293K - $300K
|
194K
$9.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33.8K+ 170.98% |
$1.6M - $1.63M
|
53.6K
$2.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
11.7K+ 15.97% |
$553K - $564K
|
85K
$4.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.48K+ 4.93% |
$164K - $168K
|
74.1K
$3.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16K+ 774.39% |
$753K - $769K
|
18K
$869K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
48.5K+ 28.89% |
$2.29M - $2.34M
|
216K
$10.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
537+ 2.42% |
$25.3K - $25.9K
|
22.7K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.14K- 3.16% |
$53.7K - $54.9K
|
34.9K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-700- 6.98% |
$33K - $33.7K
|
9.33K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.39K+ 3.11% |
$65.7K - $67.1K
|
46.2K
$2.23M
|
|