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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Delap Wealth Advisory
101
Delap Wealth Advisory
Oregon
USD 2.7 M +USD 2.02 M +41,853 +299%
Meredith Wealth Planning
102
Meredith Wealth Planning
Illinois
USD 2.68 M +USD 304 k +6,311 +13%
FA
103
FF Advisors
California
USD 2.67 M – – –
Kestra Advisory Services
104
Kestra Advisory Services
Texas
USD 2.6 M +USD 289 k +5,994 +13%
Hiley Hunt Wealth Management
105
Hiley Hunt Wealth Management
Nebraska
USD 2.51 M +USD 8.3 k +172 +0.3%
Waverly Advisors
106
Waverly Advisors
Alabama
USD 2.33 M -USD 91.2 k -1,891 -4%
Concord Wealth Partners
107
Concord Wealth Partners
Virginia
USD 2.26 M +USD 122 k +2,525 +6%
HWMC
108
Heritage Wealth Management (California)
California
USD 2.2 M +USD 367 k +7,618 +20%
Sax Wealth Advisors
109
Sax Wealth Advisors
New Jersey
USD 2.16 M +USD 187 k +3,885 +9%
Warburton Capital Management
110
Warburton Capital Management
Oklahoma
USD 2.13 M +USD 38.6 k +801 +2%
LFGO
111
Legacy Financial Group (Oklahoma)
Oklahoma
USD 2.11 M -USD 611 k -12,670 -22%
Verisail Partners
112
Verisail Partners
Georgia
USD 2.09 M -USD 295 k -6,122 -12%
XY Planning Network
113
XY Planning Network
Montana
USD 2.08 M +USD 501 k +10,380 +32%
New Dimensions Wealth Management
114
New Dimensions Wealth Management
Texas
USD 2.07 M +USD 821 k +17,033 +66%
Family Capital Management
115
Family Capital Management
Michigan
USD 2.05 M +USD 183 k +3,798 +10%
Timonier Family Office
116
Timonier Family Office
North Carolina
USD 1.95 M +USD 1.95 M +40,389 Nuevas
Cary Street Partners
117
Cary Street Partners
Virginia
USD 1.94 M -USD 72.6 k -1,505 -4%
SEI Investments
118
SEI Investments
Pennsylvania
USD 1.93 M +USD 195 k +4,048 +11%
Shearwater Capital
119
Shearwater Capital
Colorado
USD 1.92 M -USD 209 k -4,325 -10%
Pure Financial Advisors
120
Pure Financial Advisors
California
USD 1.89 M -USD 20.5 k -426 -1%
Northwest Wealth Management
121
Northwest Wealth Management
Iowa
USD 1.86 M +USD 67.9 k +1,408 +4%
Farther Finance Advisors
122
Farther Finance Advisors
California
USD 1.86 M +USD 37.1 k +770 +2%
Great Oak Capital Partners
123
Great Oak Capital Partners
Massachusetts
USD 1.82 M +USD 54.4 k +1,128 +3%
Jones Financial Companies
124
Jones Financial Companies
Missouri
USD 1.82 M +USD 419 k +8,683 +30%
Hartmann Taylor Wealth Management
125
Hartmann Taylor Wealth Management
Texas
USD 1.79 M – – –
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