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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16K+ 774.39% |
$753K - $769K
|
18K
$869K
|
|
|
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
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.1K+ 37.53% |
$620K - $633K
|
48.2K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
13KNew |
$614K - $627K
|
13K
$628K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6K+ 118.47% |
$594K - $607K
|
23.2K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.3KNew |
$579K - $591K
|
12.3K
$592K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$572K - $584K
|
12.1K
$585K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.2K+ 29.18% |
$529K - $540K
|
49.6K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 21.77% |
$520K - $531K
|
61.7K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10.1K+ 8.77% |
$479K - $489K
|
126K
$6.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$478K - $488K
|
10.1K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.2K+ 10.22% |
$434K - $443K
|
99.2K
$4.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.17K+ 7.24% |
$433K - $442K
|
136K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$424K - $433K
|
8.99K
$434K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.1KNew |
$382K - $390K
|
8.1K
$390K
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
7.76K+ 4.18% |
$366K - $374K
|
194K
$9.33M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.94KNew |
$327K - $334K
|
6.94K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.87K+ 30.79% |
$324K - $331K
|
29.2K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$318K - $325K
|
6.75K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.24K+ 30.44% |
$294K - $300K
|
26.7K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.23KNew |
$294K - $300K
|
6.23K
$300K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.2K+ 73.4% |
$292K - $299K
|
14.6K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.13K+ 16.28% |
$289K - $295K
|
43.8K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.82K+ 26.0% |
$275K - $280K
|
28.2K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.58K+ 124.02% |
$263K - $269K
|
10.1K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.14K+ 42.11% |
$243K - $248K
|
17.4K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.1K+ 3.82% |
$241K - $246K
|
139K
$6.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5.05K+ 1.36% |
$238K - $243K
|
375K
$18.1M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.09K+ 22.87% |
$193K - $197K
|
22K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
4.02K+ 1.44% |
$190K - $194K
|
284K
$13.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 2.42% |
$179K - $183K
|
160K
$7.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.77K+ 13.54% |
$178K - $182K
|
31.6K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 3236.84% |
$174K - $178K
|
3.8K
$183K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 57.75% |
$163K - $166K
|
9.44K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.29K+ 15.64% |
$155K - $158K
|
24.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.29K+ 9.18% |
$155K - $158K
|
39.1K
$1.89M
|
|