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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AssetMark Inc
26
AssetMark Inc
California
USD 16.9 M +USD 868 k +18,004 +5%
YWM
27
Yardley Wealth Management
Pennsylvania
USD 15.9 M +USD 365 k +7,572 +2%
WAG
28
Wheelhouse Advisory Group
Missouri
USD 15.4 M +USD 2 M +41,416 +15%
HighTower Advisors
29
HighTower Advisors
Illinois
USD 14 M -USD 14.4 M -299,255 -51%
Resonant Capital Advisors
30
Resonant Capital Advisors
Wisconsin
USD 13.6 M +USD 504 k +10,444 +4%
Brady Martz Wealth Solutions
31
Brady Martz Wealth Solutions
North Dakota
USD 13.2 M +USD 1.21 M +25,188 +10%
SCA
32
Strathmore Capital Advisors
North Carolina
USD 12.2 M -USD 738 k -15,301 -6%
DWM
33
Dopkins Wealth Management
New York
USD 12 M +USD 361 k +7,481 +3%
VFP
34
Vested Financial Planning
California
USD 11.8 M +USD 2.05 M +42,456 +21%
Allworth Financial
35
Allworth Financial
California
USD 11.5 M +USD 478 k +9,914 +4%
E
36
EntreWealth
Texas
USD 11.2 M +USD 946 k +19,621 +9%
Osaic Holdings
37
Osaic Holdings
Arizona
USD 11.1 M +USD 8.14 M +168,785 +273%
West Financial Advisors
38
West Financial Advisors
Iowa
USD 10.4 M +USD 662 k +13,722 +7%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
USD 10.2 M +USD 191 k +3,961 +2%
5NPW
40
55 North Private Wealth
Florida
USD 10.2 M +USD 4.49 M +93,013 +78%
Integrated Wealth Concepts
41
Integrated Wealth Concepts
Massachusetts
USD 10 M +USD 96.1 k +1,992 +1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
USD 9.8 M +USD 3.13 M +64,856 +47%
Plancorp LLC
43
Plancorp LLC
Missouri
USD 9.7 M +USD 1.25 M +26,004 +15%
CC
44
Citrine Capital
California
USD 9.7 M +USD 386 k +8,009 +4%
GWMT
45
Guardian Wealth Management (Tennessee)
Tennessee
USD 9.6 M +USD 537 k +11,128 +6%
2L
46
25 LLC
Missouri
USD 9.45 M -USD 610 k -12,647 -6%
Confluence Investment Management
47
Confluence Investment Management
Missouri
USD 9.17 M -USD 759 k -15,734 -8%
OFI
48
Outbound Financial Inc
Colorado
USD 9.11 M +USD 988 k +20,480 +12%
VPWA
49
Vestia Personal Wealth Advisors
Indiana
USD 8.62 M +USD 1.47 M +30,466 +21%
PWIA
50
Porter White Investment Advisors
Alabama
USD 8.54 M +USD 318 k +6,596 +4%
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