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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aurelius Family Office
76
Aurelius Family Office
New Hampshire
USD 3.9 M +USD 537 k +11,128 +16%
Wescott Financial Advisory Group
77
Wescott Financial Advisory Group
Pennsylvania
USD 3.83 M -USD 46.4 k -962 -1%
Vise Technologies
78
Vise Technologies
New York
USD 3.76 M +USD 1.82 M +37,662 +94%
Stifel Financial
79
Stifel Financial
Missouri
USD 3.72 M -USD 284 k -5,897 -7%
MB Generational Wealth
80
MB Generational Wealth
Washington
USD 3.67 M +USD 923 k +19,144 +34%
Private Advisor Group
81
Private Advisor Group
New Jersey
USD 3.65 M +USD 788 k +16,338 +28%
Quarry Hill Advisors
82
Quarry Hill Advisors
Minnesota
USD 3.63 M +USD 348 k +7,209 +11%
Helen Stephens Group
83
Helen Stephens Group
Texas
USD 3.63 M -USD 1.42 M -29,394 -28%
Vermillion Wealth Management
84
Vermillion Wealth Management
Minnesota
USD 3.56 M +USD 220 k +4,552 +7%
Scratch Capital
85
Scratch Capital
Idaho
USD 3.41 M -USD 147 k -3,050 -4%
Baker Avenue Asset Management
86
Baker Avenue Asset Management
California
USD 3.36 M +USD 292 k +6,059 +10%
Modera Wealth Management
87
Modera Wealth Management
New Jersey
USD 3.34 M -USD 80.2 k -1,663 -2%
BWM Planning
88
BWM Planning
Texas
USD 3.32 M +USD 421 k +8,723 +15%
Truist Financial
89
Truist Financial
North Carolina
USD 3.31 M +USD 69.5 k +1,441 +2%
E-Wealth Partners
90
E-Wealth Partners
Minnesota
USD 3.25 M -USD 1.45 M -30,101 -31%
Prosperity Capital Advisors
91
Prosperity Capital Advisors
Ohio
USD 3.11 M -USD 274 k -5,685 -8%
Jackson Thornton Wealth Management
92
Jackson Thornton Wealth Management
Alabama
USD 3.05 M +USD 999 k +20,722 +49%
SWG
93
Summit Wealth Group
Vermont
USD 2.99 M -USD 143 k -2,960 -5%
Note Advisors
94
Note Advisors
New York
USD 2.97 M +USD 182 k +3,781 +7%
Tassel Capital Management
95
Tassel Capital Management
North Carolina
USD 2.96 M -USD 55 k -1,140 -2%
TandemGrowth Financial Advisors
96
TandemGrowth Financial Advisors
Georgia
USD 2.95 M -USD 46.2 k -959 -2%
GEM Asset Management
97
GEM Asset Management
Michigan
USD 2.94 M -USD 9.7 k -201 -0.3%
Platform Wealth Management
98
Platform Wealth Management
Utah
USD 2.76 M +USD 2.75 M +57,058 Nuevas
Financial Engines Advisors
99
Financial Engines Advisors
California
USD 2.75 M +USD 410 k +8,493 +18%
Park Avenue Securities
100
Park Avenue Securities
New York
USD 2.71 M +USD 513 k +10,647 +23%
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