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 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11.9K+ 22.56% |
$568K - $579K
|
64.8K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.6KNew |
$552K - $563K
|
11.6K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
11K+ 3.89% |
$523K - $533K
|
293K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
9.87KNew |
$470K - $480K
|
9.87K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.82K+ 41.56% |
$468K - $477K
|
33.5K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
9.48KNew |
$452K - $461K
|
9.48K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.51K+ 99.64% |
$406K - $414K
|
17.1K
$819K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
7.81K+ 4.95% |
$372K - $379K
|
165K
$7.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.62KNew |
$363K - $370K
|
7.62K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
6.85KNew |
$326K - $333K
|
6.85K
$329K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.82KNew |
$325K - $332K
|
6.82K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.63KNew |
$316K - $322K
|
6.63K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.43K+ 20.06% |
$307K - $313K
|
38.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.33KNew |
$301K - $307K
|
6.33K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.24K+ 3.23% |
$297K - $303K
|
200K
$9.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.96K+ 5.4% |
$284K - $290K
|
116K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.94KNew |
$283K - $289K
|
5.94K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.63K+ 3.07% |
$268K - $274K
|
189K
$9.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5.54K+ 113.9% |
$264K - $269K
|
10.4K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.5KNew |
$262K - $267K
|
5.5K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
5.44K+ 111.66% |
$259K - $264K
|
10.3K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.32KNew |
$253K - $259K
|
5.32K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.26K+ 12.43% |
$250K - $255K
|
47.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.1K+ 90.33% |
$243K - $248K
|
10.7K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.03KNew |
$240K - $245K
|
5.03K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.51K+ 15.5% |
$215K - $219K
|
33.6K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.33KNew |
$207K - $211K
|
4.33K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.08KNew |
$195K - $198K
|
4.08K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
4.05K+ 4.71% |
$193K - $197K
|
89.9K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.97K+ 18.16% |
$189K - $193K
|
25.8K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.64K+ 13.34% |
$174K - $177K
|
30.9K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.62K+ 42.52% |
$172K - $176K
|
12.1K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.4K+ 12.59% |
$162K - $165K
|
30.4K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.39K+ 46.34% |
$162K - $165K
|
10.7K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.6K+ 9.83% |
$124K - $127K
|
29.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.5K+ 3.34% |
$119K - $122K
|
77.4K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.49K+ 5.29% |
$119K - $121K
|
49.5K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.31K+ 24.07% |
$110K - $112K
|
11.9K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.02K+ 24.3% |
$96.2K - $98.1K
|
10.3K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.01KNew |
$95.8K - $97.7K
|
2.01K
$96.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.75K+ 24.73% |
$83.2K - $84.9K
|
8.81K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.3% |
$82K - $83.6K
|
76.5K
$3.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.61K+ 4.56% |
$76.8K - $78.3K
|
37K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.51K+ 3.27% |
$72.1K - $73.5K
|
47.8K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.43K+ 10.78% |
$68K - $69.4K
|
14.7K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.33K+ 3.41% |
$63.6K - $64.8K
|
40.5K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.28K+ 1.61% |
$60.9K - $62.1K
|
80.7K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 28.57% |
$57.2K - $58.3K
|
5.4K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.02K+ 8.8% |
$48.7K - $49.7K
|
12.6K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 13.58% |
$48.7K - $49.7K
|
8.55K
$411K
|