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 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
13KNew |
$614K - $627K
|
13K
$628K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.64% |
$94.4 - $96.3
|
313
$15.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 20.02% |
$258K - $264K
|
32.8K
$1.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
27+ 0.48% |
$1.27K - $1.3K
|
5.61K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
973+ 7.09% |
$45.9K - $46.9K
|
14.7K
$709K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-28.4K- 10.94% |
$1.34M - $1.37M
|
231K
$11.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-20.2K- 14.53% |
$953K - $973K
|
119K
$5.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.02K+ 22.07% |
$95.4K - $97.4K
|
11.2K
$540K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
28.2K+ 11.47% |
$1.33M - $1.36M
|
274K
$13.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.15K- 1.65% |
$54.1K - $55.2K
|
68.5K
$3.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
7.88K+ 20.7% |
$372K - $379K
|
45.9K
$2.21M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 37.86% |
$548K - $561K
|
19.2K
$928K
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.31K+ 94.18% |
$248K - $254K
|
10.9K
$528K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.37K+ 2.06% |
$64.3K - $65.8K
|
68.2K
$3.29M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 68.68% |
$39.3K - $40.2K
|
2.06K
$99.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.37KNew |
$251K - $257K
|
5.37K
$259K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47- 0.53% |
$2.2K - $2.25K
|
8.79K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
37.8KNew |
$1.77M - $1.81M
|
37.8K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.64K- 32.96% |
$310K - $318K
|
13.5K
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.34K+ 8.75% |
$62.4K - $63.9K
|
16.6K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-754- 7.47% |
$35.3K - $36.1K
|
9.34K
$450K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.27KNew |
$246K - $252K
|
5.27K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
28.1K+ 293.8% |
$1.32M - $1.35M
|
37.7K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$924K - $946K
|
19.8K
$952K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.71K- 46.02% |
$79.7K - $81.7K
|
2K
$96.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-236- 3.7% |
$11K - $11.3K
|
6.14K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
2.2K+ 38.36% |
$103K - $105K
|
7.94K
$383K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 1.41% |
$46.8 - $47.9
|
70
$3.37K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
212+ 2.4% |
$9.92K - $10.2K
|
9.04K
$436K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.47K- 16.45% |
$209K - $214K
|
22.7K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.48KNew |
$443K - $454K
|
9.48K
$457K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
27.9KNew |
$1.3M - $1.33M
|
27.9K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.05K- 8.37% |
$283K - $290K
|
66.2K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-479- 0.28% |
$22.4K - $22.9K
|
173K
$8.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10K+ 24.18% |
$468K - $479K
|
51.4K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.19K- 2.61% |
$55.8K - $57.1K
|
44.5K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.44K+ 16.22% |
$67.2K - $68.8K
|
10.3K
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.54K+ 74.47% |
$353K - $361K
|
17.7K
$852K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.78KNew |
$270K - $277K
|
5.78K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
7.71KNew |
$361K - $369K
|
7.71K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.51K+ 122.28% |
$257K - $264K
|
10K
$482K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-2.19K- 21.2% |
$103K - $105K
|
8.12K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.65% |
$1.8K - $1.83K
|
5.79K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-424- 4.7% |
$20.1K - $20.5K
|
8.6K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$47.4 - $48.2
|
1
$48.2
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$5.92K - $6.03K
|
125
$6.03K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20.2K- 34.71% |
$955K - $973K
|
38K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-300- 5.39% |
$14.2K - $14.5K
|
5.27K
$254K
|
|