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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-164- 1.92% |
$7.74K - $7.9K
|
8.39K
$405K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-142- 0.63% |
$6.7K - $6.84K
|
22.5K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-99- 0.15% |
$4.67K - $4.77K
|
65.1K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 1.52% |
$4.25K - $4.34K
|
5.83K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 6.19% |
$3.35K - $3.42K
|
1.08K
$51.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-52- 0.7% |
$2.45K - $2.5K
|
7.37K
$355K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-32- 0.56% |
$1.51K - $1.54K
|
5.7K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 1.67% |
$377 - $385
|
470
$22.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 4.17% |
$94.4 - $96.3
|
46
$2.22K
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 27.6% |
$664K - $680K
|
37.3K
$1.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 37.86% |
$548K - $561K
|
19.2K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.64K- 32.96% |
$310K - $318K
|
13.5K
$651K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.05K- 8.37% |
$283K - $290K
|
66.2K
$3.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.47K- 16.45% |
$209K - $214K
|
22.7K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.71K- 46.02% |
$79.7K - $81.7K
|
2K
$96.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.19K- 2.61% |
$55.8K - $57.1K
|
44.5K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-754- 7.47% |
$35.3K - $36.1K
|
9.34K
$450K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-479- 0.28% |
$22.4K - $22.9K
|
173K
$8.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-236- 3.7% |
$11K - $11.3K
|
6.14K
$296K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47- 0.53% |
$2.2K - $2.25K
|
8.79K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 1.41% |
$46.8 - $47.9
|
70
$3.37K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20.2K- 34.71% |
$955K - $973K
|
38K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-6.1K- 38.81% |
$289K - $294K
|
9.62K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.06K- 54.52% |
$240K - $244K
|
4.22K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-2.19K- 21.2% |
$103K - $105K
|
8.12K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-424- 4.7% |
$20.1K - $20.5K
|
8.6K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-300- 5.39% |
$14.2K - $14.5K
|
5.27K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-198- 3.9% |
$9.38K - $9.55K
|
4.88K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-183- 2.4% |
$8.67K - $8.83K
|
7.44K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-38- 0.65% |
$1.8K - $1.83K
|
5.79K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-34- 0.49% |
$1.61K - $1.64K
|
6.84K
$330K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.8K- 39.36% |
$513K - $524K
|
16.6K
$800K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.22K- 39.28% |
$201K - $205K
|
6.52K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.11K- 35.5% |
$148K - $151K
|
5.65K
$273K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 4.63% |
$47.7K - $48.5K
|
20.6K
$993K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-283- 3.03% |
$13.5K - $13.7K
|
9.05K
$436K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-308- 5.82% |
$14.6K - $14.8K
|
4.99K
$240K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 29.94% |
$113K - $114K
|
5.52K
$266K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-37.3K- 3.98% |
$1.72M - $1.81M
|
901K
$43.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65K- 52.77% |
$261K - $274K
|
5.06K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 20.15% |
$95.6K - $100K
|
8.2K
$395K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-98.7K- 64.09% |
$4.58M - $4.72M
|
55.3K
$2.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.27K- 8.34% |
$105K - $108K
|
24.9K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.88K- 21.38% |
$87.2K - $89.7K
|
6.9K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-637- 6.5% |
$29.6K - $30.5K
|
9.16K
$442K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.1K- 14.13% |
$616K - $635K
|
79.3K
$3.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 50.23% |
$494K - $510K
|
10.4K
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.82K- 0.81% |
$85.6K - $88.3K
|
223K
$10.8M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-93.7K- 93.78% |
$4.44M - $4.56M
|
6.21K
$299K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.9K- 8.84% |
$185K - $190K
|
40.2K
$1.94M
|
|