Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM) during Q4 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR NATL MUN BD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
148KNew |
$7.12M - $7.17M
|
148K
$7.15M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
138K+ 214.73% |
$6.63M - $6.68M
|
203K
$9.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
87.6K+ 31.95% |
$4.2M - $4.24M
|
362K
$17.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
56.6K+ 178.24% |
$2.71M - $2.73M
|
88.3K
$4.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
51.9K+ 30.96% |
$2.49M - $2.51M
|
219K
$10.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
33.3K+ 310.89% |
$1.6M - $1.61M
|
44.1K
$2.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
33K+ 9.0% |
$1.58M - $1.6M
|
400K
$19.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
30.7K+ 12.11% |
$1.48M - $1.49M
|
285K
$13.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
26.7K+ 3.92% |
$1.28M - $1.29M
|
707K
$34.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.3K+ 15.23% |
$1.26M - $1.27M
|
199K
$9.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.1K+ 3.81% |
$1.2M - $1.21M
|
682K
$32.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 16.96% |
$1.16M - $1.17M
|
167K
$8.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
24K+ 123.96% |
$1.15M - $1.16M
|
43.4K
$2.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
20.3K+ 89.33% |
$975K - $982K
|
43.1K
$2.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.7K+ 20.79% |
$848K - $855K
|
103K
$4.95M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
12.8KNew |
$612K - $616K
|
12.8K
$615K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.1K+ 8.2% |
$535K - $539K
|
147K
$7.09M
|
|
|
Jan 22, 2026
Q4 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10.8K+ 5.58% |
$518K - $522K
|
204K
$9.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
9.25K+ 71.01% |
$444K - $447K
|
22.3K
$1.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.83K+ 48.99% |
$424K - $427K
|
26.9K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
8.14K+ 79.15% |
$391K - $394K
|
18.4K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.95KNew |
$381K - $384K
|
7.95K
$383K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.75K+ 69.22% |
$372K - $374K
|
18.9K
$913K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
6.57K+ 1.96% |
$315K - $318K
|
342K
$16.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.51K+ 25.87% |
$312K - $315K
|
31.7K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.96K+ 8.05% |
$286K - $288K
|
80.1K
$3.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.88KNew |
$282K - $284K
|
5.88K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
5.02K+ 9.35% |
$241K - $242K
|
58.7K
$2.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.53K+ 12.35% |
$217K - $219K
|
41.2K
$1.99M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.49K+ 6.56% |
$216K - $217K
|
73K
$3.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 37.74% |
$163K - $164K
|
12.4K
$599K
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.16K+ 6.87% |
$151K - $153K
|
49.1K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.89K+ 12.04% |
$139K - $140K
|
26.9K
$1.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.04% |
$132K - $133K
|
70.7K
$3.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.45K+ 5.79% |
$117K - $118K
|
44.7K
$2.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.78K+ 0.34% |
$85.4K - $86K
|
531K
$25.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 5.66% |
$71.9K - $72.4K
|
28K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.27K+ 3.36% |
$60.9K - $61.3K
|
39K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.2K+ 8.0% |
$57.6K - $58K
|
16.2K
$781K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
544+ 1.3% |
$26.1K - $26.3K
|
42.4K
$2.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
524+ 0.76% |
$25.1K - $25.3K
|
69.4K
$3.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
519+ 9.05% |
$24.9K - $25.1K
|
6.25K
$301K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
481+ 3.27% |
$23.1K - $23.2K
|
15.2K
$732K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
458+ 0.39% |
$22K - $22.1K
|
119K
$5.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
453+ 1.26% |
$21.7K - $21.9K
|
36.3K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
319+ 3.46% |
$15.3K - $15.4K
|
9.54K
$460K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
313New |
$15K - $15.1K
|
313
$15.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 0.2% |
$816 - $822
|
8.59K
$414K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.96% |
$144 - $145
|
316
$15.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-54- 0.53% |
$2.59K - $2.61K
|
10.1K
$485K
|
|