Latest Institutional Purchases of Dimensional ETF Tr Natl Mun Bd (DFNM)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Natl Mun Bd (DFNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
87.6K+ 31.95% |
$4.2M - $4.24M
|
362K
$17.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
51.9K+ 30.96% |
$2.49M - $2.51M
|
219K
$10.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.75K+ 69.22% |
$372K - $374K
|
18.9K
$913K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.49K+ 6.56% |
$216K - $217K
|
73K
$3.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 37.74% |
$163K - $164K
|
12.4K
$599K
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.16K+ 6.87% |
$151K - $153K
|
49.1K
$2.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
544+ 1.3% |
$26.1K - $26.3K
|
42.4K
$2.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
524+ 0.76% |
$25.1K - $25.3K
|
69.4K
$3.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
481+ 3.27% |
$23.1K - $23.2K
|
15.2K
$732K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
458+ 0.39% |
$22K - $22.1K
|
119K
$5.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
453+ 1.26% |
$21.7K - $21.9K
|
36.3K
$1.75M
|
|
| Q3 2025 | |||||||
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
818KNew |
$38.6M - $39.4M
|
818K
$39.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
222K+ 8.41% |
$10.5M - $10.7M
|
2.86M
$138M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
181K+ 38.37% |
$8.55M - $8.73M
|
654K
$31.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
136K+ 19.63% |
$6.43M - $6.57M
|
831K
$40M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
84.7K+ 284.11% |
$4M - $4.08M
|
115K
$5.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81.5KNew |
$3.84M - $3.92M
|
81.5K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.9KNew |
$3.72M - $3.8M
|
78.9K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
78.7K+ 23.44% |
$3.72M - $3.79M
|
415K
$20M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
72.1K+ 19.05% |
$3.4M - $3.47M
|
450K
$21.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
66.5KNew |
$3.14M - $3.2M
|
66.5K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
45.5K+ 7.43% |
$2.14M - $2.19M
|
657K
$31.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
44.7K+ 36.22% |
$2.11M - $2.15M
|
168K
$8.11M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 6.38% |
$1.74M - $1.78M
|
615K
$29.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
36K+ 30.24% |
$1.7M - $1.73M
|
155K
$7.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
35.7K+ 33.47% |
$1.68M - $1.72M
|
142K
$6.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
33.8K+ 170.98% |
$1.6M - $1.63M
|
53.6K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 10.98% |
$1.59M - $1.63M
|
341K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
31.7KNew |
$1.5M - $1.53M
|
31.7K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
28K+ 25.43% |
$1.32M - $1.35M
|
138K
$6.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.1K+ 5.32% |
$1.28M - $1.3M
|
536K
$25.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
25.9K+ 11.39% |
$1.22M - $1.25M
|
254K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 5.9% |
$1.11M - $1.14M
|
423K
$20.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.6K+ 10.46% |
$1.07M - $1.09M
|
239K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.5K+ 526.42% |
$1.06M - $1.08M
|
26.7K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
20.2K+ 37.65% |
$954K - $974K
|
73.9K
$3.56M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
19.8K+ 32.23% |
$934K - $954K
|
81.2K
$3.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
19.6K+ 5.64% |
$925K - $944K
|
367K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 3.26% |
$907K - $926K
|
608K
$29.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.4K+ 2.32% |
$870K - $889K
|
812K
$39.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18KNew |
$850K - $868K
|
18K
$869K
|
|
|
Oct 15, 2025
Q3 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
16.9KNew |
$796K - $813K
|
16.9K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
16.9K+ 15.67% |
$796K - $813K
|
124K
$6M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
16.1K+ 10.3% |
$762K - $778K
|
173K
$8.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16K+ 774.39% |
$753K - $769K
|
18K
$869K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15KNew |
$708K - $723K
|
15K
$723K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.3K+ 1.74% |
$677K - $691K
|
836K
$40.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$641K - $655K
|
13.6K
$655K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 1.99% |
$628K - $641K
|
680K
$32.8M
|
|