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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 245 M +USD 40.9 M +847,779 +20%
Truepoint Inc
2
Truepoint Inc
Ohio
USD 155 M +USD 5.59 M +116,005 +4%
Focus Partners Advisor Solutions
3
Focus Partners Advisor Solutions
Missouri
USD 79.6 M +USD 21.4 M +443,437 +37%
Apella Capital
4
Apella Capital
Connecticut
USD 76.8 M +USD 13.1 M +270,730 +21%
Foster Group
5
Foster Group
Iowa
USD 71.7 M +USD 1.12 M +23,179 +2%
Symmetry Partners
6
Symmetry Partners
Connecticut
USD 62.1 M -USD 1.53 M -31,726 -2%
GeoWealth Management
7
GeoWealth Management
Illinois
USD 51 M +USD 8.4 M +174,263 +20%
Rather & Kittrell
8
Rather & Kittrell
Tennessee
USD 45.4 M +USD 2.17 M +44,948 +5%
Sequoia Financial Advisors
9
Sequoia Financial Advisors
Ohio
USD 43.3 M +USD 778 k +16,137 +2%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
USD 39.1 M +USD 991 k +20,548 +3%
Beaird Harris Wealth Management
11
Beaird Harris Wealth Management
Texas
USD 38.5 M +USD 32.8 k +681 +0.1%
MBL Wealth
12
MBL Wealth
North Carolina
USD 37.5 M +USD 1.77 M +36,766 +5%
AWM Capital
13
AWM Capital
Arizona
USD 35 M +USD 318 k +6,595 +0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 32.5 M +USD 899 k +18,635 +3%
WA
15
Waterford Advisors
New York
USD 28.8 M +USD 434 k +9,004 +2%
RAM Investment Partners
16
RAM Investment Partners
Washington
USD 28.2 M +USD 3.24 M +67,163 +13%
LPL Financial
17
LPL Financial
California
USD 28 M +USD 2.9 M +60,193 +12%
Graves Light Lenhart Wealth
18
Graves Light Lenhart Wealth
Virginia
USD 26.9 M +USD 3.56 M +73,862 +15%
Mattern Wealth Management
19
Mattern Wealth Management
Kansas
USD 26.5 M +USD 898 k +18,629 +4%
Bank of America
20
Bank of America
North Carolina
USD 23.3 M +USD 3.02 M +62,664 +15%
Aspiriant LLC
21
Aspiriant LLC
California
USD 20.9 M +USD 186 k +3,860 +0.9%
HIA
22
HFM Investment Advisors
New Jersey
USD 20.7 M +USD 3.4 M +70,524 +20%
Savant Capital
23
Savant Capital
Illinois
USD 18.2 M +USD 3.15 M +65,272 +21%
AWM
24
Austin Wealth Management
Texas
USD 17.5 M +USD 1.81 M +37,584 +11%
VF
25
Vestment Financial
Minnesota
USD 17 M +USD 1.52 M +31,426 +10%
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