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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Leading Edge Financial Planning
251
Leading Edge Financial Planning
Tennessee
USD 298 k +USD 297 k +6,163 Nuevas
Verus Capital Partners
252
Verus Capital Partners
Arizona
USD 294 k +USD 8.1 k +168 +3%
Argent Trust Co
253
Argent Trust Co
Tennessee
USD 290 k – – –
Envision Financial Planning
254
Envision Financial Planning
Tennessee
USD 287 k +USD 2.46 k +51 +0.9%
IHT Wealth Management
255
IHT Wealth Management
Illinois
USD 280 k +USD 279 k +5,795 Nuevas
Level Financial Advisors
256
Level Financial Advisors
New York
USD 279 k – – –
Creative Capital Management Investments
257
Creative Capital Management Investments
California
USD 277 k -USD 71.1 k -1,475 -20%
Apollon Financial
258
Apollon Financial
South Carolina
USD 276 k +USD 28.4 k +589 +11%
KFG Wealth Management
259
KFG Wealth Management
Indiana
USD 264 k +USD 1.21 k +25 +0.5%
Csenge Advisory Group
260
Csenge Advisory Group
Florida
USD 264 k +USD 7.67 k +159 +3%
Vigil Wealth Management
261
Vigil Wealth Management
Florida
USD 257 k +USD 256 k +5,315 Nuevas
Hanover Advisors
262
Hanover Advisors
South Carolina
USD 255 k – – –
Birch Financial Group
263
Birch Financial Group
New Hampshire
USD 248 k +USD 248 k +5,133 Nuevas
Henrickson Nauta Wealth Advisors
264
Henrickson Nauta Wealth Advisors
Michigan
USD 229 k +USD 229 k +4,741 Nuevas
US Bancorp
265
US Bancorp
Minnesota
USD 221 k – – –
Trajan Wealth
266
Trajan Wealth
Arizona
USD 218 k +USD 217 k +4,505 Nuevas
Creative Planning
267
Creative Planning
Kansas
USD 215 k +USD 214 k +4,440 Nuevas
NWM
268
Navigoe Wealth Management
California
USD 208 k – – –
Blueline Advisors
269
Blueline Advisors
New Hampshire
USD 186 k +USD 34.2 k +710 +23%
Cary Street Partners Investment Advisory
270
Cary Street Partners Investment Advisory
Virginia
USD 172 k +USD 28.8 k +598 +20%
Ameritas Investment Partners
271
Ameritas Investment Partners
Nebraska
USD 162 k +USD 1.16 k +24 +0.7%
Innovative Asset Advisors Group
272
Innovative Asset Advisors Group
Connecticut
USD 157 k +USD 157 k +3,258 Nuevas
Medallion Wealth Advisors
273
Medallion Wealth Advisors
Connecticut
USD 125 k +USD 3.57 k +74 +3%
Global Retirement Partners
274
Global Retirement Partners
California
USD 104 k +USD 104 k +2,150 Nuevas
Harbour Investments
275
Harbour Investments
Wisconsin
USD 89 k – – –
9 10
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