Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-33K- 40.46% |
$1.56M - $1.59M
|
48.6K
$2.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.3K- 7.91% |
$1.43M - $1.46M
|
353K
$17M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-28.4K- 10.94% |
$1.34M - $1.37M
|
231K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.5K- 32.26% |
$1.3M - $1.33M
|
57.8K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26.1K- 32.37% |
$1.23M - $1.26M
|
54.6K
$2.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.1K- 26.98% |
$1.18M - $1.21M
|
67.9K
$3.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-24.6K- 4.44% |
$1.16M - $1.18M
|
529K
$25.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-20.2K- 14.53% |
$953K - $973K
|
119K
$5.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.5K- 7.87% |
$871K - $889K
|
216K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-16.1K- 76.4% |
$757K - $773K
|
4.96K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13K- 17.12% |
$615K - $628K
|
63.1K
$3.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-12.1K- 0.81% |
$572K - $584K
|
1.49M
$71.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-11.1K- 1.41% |
$523K - $533K
|
772K
$37.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.3K- 15.61% |
$487K - $497K
|
55.8K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-7.47K- 31.74% |
$352K - $360K
|
16.1K
$775K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.36K- 3.61% |
$300K - $307K
|
170K
$8.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.1K- 67.33% |
$241K - $246K
|
2.47K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.79K- 11.56% |
$226K - $231K
|
36.7K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-4.23K- 3.95% |
$199K - $204K
|
103K
$4.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.81K- 9.62% |
$180K - $184K
|
35.8K
$1.73M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.75K- 34.33% |
$177K - $180K
|
7.16K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.72K- 48.33% |
$175K - $179K
|
3.97K
$191K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.14K- 3.34% |
$148K - $151K
|
90.9K
$4.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.1K- 15.35% |
$146K - $149K
|
17.1K
$824K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.62K- 0.77% |
$123K - $126K
|
335K
$16.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
SELL
|
- |
-2.44K- 1.12% |
$115K - $117K
|
215K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.04K- 16.86% |
$96.2K - $98.3K
|
10.1K
$485K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.9K- 10.67% |
$89.4K - $91.3K
|
15.9K
$765K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.4% |
$79K - $80.6K
|
68K
$3.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.41K- 1.77% |
$66.6K - $68K
|
78.2K
$3.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.34K- 6.94% |
$63.4K - $64.7K
|
18K
$869K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.32K- 1.72% |
$62K - $63.3K
|
74.9K
$3.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.28K- 12.04% |
$60.2K - $61.4K
|
9.32K
$449K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.25K- 11.15% |
$59.1K - $60.4K
|
9.98K
$481K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.25K- 64.43% |
$59K - $60.2K
|
690
$33.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.17K- 2.45% |
$55K - $56.1K
|
46.3K
$2.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.15K- 1.65% |
$54.1K - $55.2K
|
68.5K
$3.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.14K- 3.16% |
$53.7K - $54.9K
|
34.9K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-978- 1.5% |
$46.1K - $47.1K
|
64.1K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-772- 11.83% |
$36.4K - $37.2K
|
5.75K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 0.81% |
$36K - $36.8K
|
93.8K
$4.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-759- 1.36% |
$35.8K - $36.6K
|
55.2K
$2.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-700- 6.98% |
$33K - $33.7K
|
9.33K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-608- 3.97% |
$28.7K - $29.3K
|
14.7K
$710K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-603- 1.42% |
$28.4K - $29K
|
41.9K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-393- 6.29% |
$18.5K - $18.9K
|
5.86K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-346- 1.23% |
$16.3K - $16.7K
|
27.8K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-318- 4.38% |
$15K - $15.3K
|
6.95K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-236- 0.89% |
$11.1K - $11.4K
|
26.3K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-170- 1.88% |
$8.02K - $8.19K
|
8.89K
$428K
|
|