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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Forza Wealth Management
51
Forza Wealth Management
Florida
USD 8.42 M +USD 3.7 M +76,700 +79%
Compass Financial Group (Florida)
52
Compass Financial Group (Florida)
Florida
USD 7.95 M -USD 42.2 k -876 -0.5%
RW Investment Management
53
RW Investment Management
Idaho
USD 7.94 M -USD 79.9 k -1,657 -1%
Mills Wealth Advisors
54
Mills Wealth Advisors
Texas
USD 7.93 M +USD 1.65 M +34,211 +26%
Concurrent Investment Advisors
55
Concurrent Investment Advisors
Florida
USD 7.86 M -USD 1.43 M -29,556 -15%
JP Morgan Chase
56
JP Morgan Chase
New York
USD 7.41 M +USD 858 k +17,789 +13%
Optimus Capital Advisors
57
Optimus Capital Advisors
Texas
USD 7.36 M +USD 49.4 k +1,024 +0.7%
Core Wealth Management
58
Core Wealth Management
Florida
USD 7.28 M +USD 591 k +12,262 +9%
Maryland Capital Advisors
59
Maryland Capital Advisors
Maryland
USD 7.21 M +USD 7.2 M +149,261 Nuevas
United Wealth Management
60
United Wealth Management
Virginia
USD 6.69 M +USD 244 k +5,052 +4%
Collective Family Office
61
Collective Family Office
Pennsylvania
USD 5.89 M +USD 260 k +5,396 +5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
USD 5.76 M +USD 1.49 M +30,888 +35%
Kings Path Partners
63
Kings Path Partners
Texas
USD 5.72 M +USD 4.47 M +92,640 +361%
JWM
64
Johnson Wealth Management
North Dakota
USD 5.64 M +USD 61.7 k +1,280 +1%
BWM
65
BCO Wealth Management
New Mexico
USD 5.42 M +USD 186 k +3,857 +4%
Verus Financial Partners
66
Verus Financial Partners
Virginia
USD 5.24 M +USD 604 k +12,525 +13%
Root Financial Partners
67
Root Financial Partners
California
USD 5.18 M +USD 1.48 M +30,666 +40%
Tillman Hartley LLC
68
Tillman Hartley LLC
Colorado
USD 5.12 M +USD 201 k +4,169 +4%
Sentinel Wealth Management
69
Sentinel Wealth Management
Virginia
USD 4.96 M -USD 9.26 k -192 -0.2%
Mainsail Asset Management
70
Mainsail Asset Management
Alabama
USD 4.91 M +USD 34.8 k +721 +0.7%
American Investment Services
71
American Investment Services
Massachusetts
USD 4.76 M +USD 25.2 k +523 +0.5%
Elequin Capital
72
Elequin Capital
New York
USD 4.42 M +USD 4.41 M +91,480 Nuevas
DiNuzzo Private Wealth
73
DiNuzzo Private Wealth
Pennsylvania
USD 4.27 M +USD 104 k +2,154 +3%
Corient Private Wealth
74
Corient Private Wealth
Florida
USD 3.96 M +USD 3.28 k +68 +0.1%
Washington Trust Advisors
75
Washington Trust Advisors
Massachusetts
USD 3.91 M -USD 59 k -1,223 -1%
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