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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
958+ 2.44% |
$45.6K - $46.6K
|
40.2K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
831New |
$39.6K - $40.4K
|
831
$39.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
775+ 1.91% |
$36.9K - $37.7K
|
41.3K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
717+ 10.74% |
$34.2K - $34.8K
|
7.39K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
704+ 3.0% |
$33.5K - $34.2K
|
24.1K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
688+ 11.56% |
$32.8K - $33.4K
|
6.64K
$319K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
670+ 6.62% |
$31.9K - $32.6K
|
10.8K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
632+ 7.0% |
$30.1K - $30.7K
|
9.67K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
590+ 0.81% |
$28.1K - $28.7K
|
73.7K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
574+ 7.2% |
$27.4K - $27.9K
|
8.54K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
557+ 2.43% |
$26.5K - $27.1K
|
23.5K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
540+ 4.57% |
$25.7K - $26.2K
|
12.4K
$593K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
519+ 11.09% |
$24.7K - $25.2K
|
5.2K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
493+ 5.42% |
$23.5K - $24K
|
9.59K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
412New |
$19.6K - $20K
|
412
$19.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
357+ 6.85% |
$17K - $17.4K
|
5.57K
$267K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
356+ 1.64% |
$17K - $17.3K
|
22.1K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
306New |
$14.6K - $14.9K
|
306
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
301+ 2.59% |
$14.3K - $14.6K
|
11.9K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 3.4% |
$14.3K - $14.6K
|
9.13K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
275+ 1.32% |
$13.1K - $13.4K
|
21.1K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
240+ 2.98% |
$11.4K - $11.7K
|
8.3K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176New |
$8.39K - $8.55K
|
176
$8.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
166+ 2.49% |
$7.91K - $8.07K
|
6.84K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
138New |
$6.58K - $6.71K
|
138
$6.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
117+ 1.35% |
$5.58K - $5.69K
|
8.77K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 15.75% |
$5.19K - $5.3K
|
801
$38.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
100+ 0.93% |
$4.77K - $4.86K
|
10.9K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
88+ 0.93% |
$4.19K - $4.28K
|
9.51K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.08% |
$3.53K - $3.6K
|
95.8K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
57+ 0.94% |
$2.72K - $2.77K
|
6.12K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
57+ 0.92% |
$2.72K - $2.77K
|
6.24K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
48+ 0.93% |
$2.29K - $2.33K
|
5.21K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 2.29% |
$1.52K - $1.56K
|
1.43K
$68.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18+ 0.36% |
$858 - $875
|
4.96K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14+ 0.24% |
$667 - $680
|
5.87K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 0.81% |
$667 - $680
|
1.74K
$83.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$191 - $194
|
471
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$143 - $146
|
307
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.02% |
$47.7 - $48.6
|
5.91K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.1K+ 353.58% |
$1.05M - $1.07M
|
28.3K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7KNew |
$890K - $906K
|
18.7K
$896K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 2.63% |
$598K - $609K
|
489K
$23.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.03K+ 17.35% |
$335K - $341K
|
47.6K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.55KNew |
$312K - $318K
|
6.55K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.08KNew |
$242K - $247K
|
5.08K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.51KNew |
$215K - $219K
|
4.51K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.14KNew |
$197K - $201K
|
4.14K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.33KNew |
$159K - $162K
|
3.33K
$160K
|
|