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 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.25K+ 28.62% |
$106K - $109K
|
10.1K
$488K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.2K+ 5.5% |
$104K - $106K
|
42.3K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.17K+ 3.96% |
$102K - $105K
|
56.9K
$2.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 0.24% |
$98.9K - $101K
|
865K
$41.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.03K+ 23.88% |
$95.7K - $97.7K
|
10.5K
$507K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.02K+ 22.07% |
$95.4K - $97.4K
|
11.2K
$540K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.96K+ 13.46% |
$92.4K - $94.4K
|
16.5K
$796K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.94K+ 8.52% |
$91.7K - $93.6K
|
24.8K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.94K+ 4.5% |
$91.4K - $93.3K
|
45K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.81K+ 2.97% |
$85.6K - $87.4K
|
62.8K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.72K+ 7.13% |
$81.1K - $82.8K
|
25.8K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.64K+ 5.89% |
$77.5K - $79.1K
|
29.5K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.56K+ 0.84% |
$73.6K - $75.2K
|
188K
$9.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.55K+ 6.46% |
$72.9K - $74.4K
|
25.4K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.47K+ 13.39% |
$69.4K - $70.9K
|
12.5K
$601K
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.39K+ 3.11% |
$65.7K - $67.1K
|
46.2K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.31K+ 29.65% |
$61.9K - $63.2K
|
5.73K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.25K+ 9.21% |
$58.8K - $60K
|
14.8K
$712K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.21K+ 143.71% |
$57.1K - $58.3K
|
2.05K
$98.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.13K+ 12.73% |
$53.1K - $54.2K
|
9.97K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.12K+ 1.48% |
$52.9K - $54K
|
77K
$3.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.08K+ 1.97% |
$51.1K - $52.2K
|
56.1K
$2.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
973+ 16.37% |
$45.9K - $46.9K
|
6.92K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
973+ 7.09% |
$45.9K - $46.9K
|
14.7K
$709K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
832+ 2.25% |
$39.3K - $40.1K
|
37.8K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
778+ 9.38% |
$36.7K - $37.5K
|
9.07K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
774+ 9.45% |
$36.5K - $37.3K
|
8.96K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
769+ 9.1% |
$36.3K - $37K
|
9.22K
$445K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
745New |
$35.1K - $35.9K
|
745
$35.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
731+ 2.03% |
$34.5K - $35.2K
|
36.7K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
674+ 32.08% |
$31.8K - $32.5K
|
2.78K
$134K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
537+ 2.42% |
$25.3K - $25.9K
|
22.7K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
472+ 7.13% |
$22.3K - $22.7K
|
7.09K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
459+ 4.33% |
$21.7K - $22.1K
|
11.1K
$533K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
422+ 5.62% |
$19.9K - $20.3K
|
7.93K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
375+ 2.07% |
$17.7K - $18.1K
|
18.5K
$890K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
310+ 0.81% |
$14.6K - $14.9K
|
38.7K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
243+ 2.92% |
$11.5K - $11.7K
|
8.57K
$413K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
205+ 0.31% |
$9.67K - $9.87K
|
67.3K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
171+ 11.71% |
$8.07K - $8.24K
|
1.63K
$78.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.54% |
$6.61K - $6.74K
|
9.22K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$4.72K - $4.82K
|
100
$4.82K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
78+ 0.74% |
$3.68K - $3.76K
|
10.6K
$513K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
61+ 0.29% |
$2.88K - $2.94K
|
21.4K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
46+ 0.74% |
$2.17K - $2.22K
|
6.24K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
42+ 0.05% |
$1.98K - $2.02K
|
79.2K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32+ 0.31% |
$1.51K - $1.54K
|
10.5K
$507K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
27+ 0.48% |
$1.27K - $1.3K
|
5.61K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.07% |
$1.18K - $1.2K
|
33.7K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 18.42% |
$661 - $674
|
90
$4.34K
|
|