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 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
368KNew |
$17.5M - $17.9M
|
368K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
214K+ 84.2% |
$10.2M - $10.4M
|
468K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
187KNew |
$8.9M - $9.08M
|
187K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
185KNew |
$8.81M - $8.99M
|
185K
$8.88M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
166KNew |
$7.93M - $8.09M
|
166K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
141KNew |
$6.7M - $6.83M
|
141K
$6.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
126K+ 45.03% |
$6.02M - $6.14M
|
407K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114K+ 48.32% |
$5.44M - $5.55M
|
351K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
96.3KNew |
$4.59M - $4.68M
|
96.3K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
88.9K+ 3.41% |
$4.24M - $4.32M
|
2.7M
$130M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
82K+ 17.43% |
$3.91M - $3.99M
|
553K
$26.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
80.6KNew |
$3.84M - $3.91M
|
80.6K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
73.9KNew |
$3.52M - $3.59M
|
73.9K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.2K+ 34.12% |
$3.35M - $3.41M
|
276K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
66K+ 10.44% |
$3.15M - $3.21M
|
698K
$33.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
62.1KNew |
$2.96M - $3.02M
|
62.1K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
60.1KNew |
$2.86M - $2.92M
|
60.1K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
58.9KNew |
$2.81M - $2.86M
|
58.9K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
56.6K+ 22.41% |
$2.69M - $2.75M
|
309K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
55.8K+ 10.0% |
$2.66M - $2.71M
|
614K
$29.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
53.8K+ 86.51% |
$2.56M - $2.61M
|
116K
$5.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
53.4K+ 1299.78% |
$2.55M - $2.6M
|
57.6K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
51.7KNew |
$2.46M - $2.51M
|
51.7K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 5.04% |
$2.3M - $2.35M
|
1.01M
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45.3KNew |
$2.16M - $2.2M
|
45.3K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
43.3KNew |
$2.06M - $2.11M
|
43.3K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
43.2KNew |
$2.06M - $2.1M
|
43.2K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
34.2K+ 9.25% |
$1.63M - $1.66M
|
404K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.1K+ 5.0% |
$1.43M - $1.46M
|
632K
$30.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.7K+ 100.0% |
$1.41M - $1.44M
|
59.3K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
27KNew |
$1.29M - $1.31M
|
27K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26.8K+ 16.66% |
$1.28M - $1.3M
|
188K
$9.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
26.4K+ 180.64% |
$1.26M - $1.28M
|
41.1K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
25.2K+ 162.19% |
$1.2M - $1.22M
|
40.7K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
24.9K+ 87.67% |
$1.19M - $1.21M
|
53.2K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
23.1KNew |
$1.1M - $1.12M
|
23.1K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 7.38% |
$895K - $913K
|
273K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
17.9KNew |
$855K - $872K
|
17.9K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
16.7KNew |
$796K - $812K
|
16.7K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
15.3KNew |
$727K - $742K
|
15.3K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
15.1KNew |
$718K - $732K
|
15.1K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14.8K+ 3.68% |
$705K - $719K
|
417K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3KNew |
$680K - $693K
|
14.3K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
14.2KNew |
$675K - $688K
|
14.2K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.8KNew |
$657K - $670K
|
13.8K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13.7KNew |
$651K - $664K
|
13.7K
$656K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
13K+ 2.21% |
$619K - $632K
|
601K
$28.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.3K+ 5.55% |
$584K - $596K
|
233K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 21.18% |
$582K - $593K
|
69.9K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
12K+ 4.92% |
$570K - $581K
|
255K
$12.2M
|