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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
White Wing Wealth Management
126
White Wing Wealth Management
Texas
USD 1.77 M +USD 1.31 M +27,220 +289%
SwitchPoint Financial Planning
127
SwitchPoint Financial Planning
Utah
USD 1.77 M -USD 209 k -4,338 -11%
Elevate Wealth Advisory
128
Elevate Wealth Advisory
Georgia
USD 1.76 M -USD 13.9 k -288 -0.8%
Landmark Wealth Management (New York)
129
Landmark Wealth Management (New York)
New York
USD 1.73 M -USD 54.6 k -1,132 -3%
Penney Financial
130
Penney Financial
Texas
USD 1.71 M -USD 2.97 M -61,580 -63%
Raymond James Financial
131
Raymond James Financial
Florida
USD 1.7 M +USD 375 k +7,780 +28%
Evanson Financial
132
Evanson Financial
Virginia
USD 1.69 M +USD 1.69 M +35,042 Nuevas
OneDigital Investment Advisors
133
OneDigital Investment Advisors
Kansas
USD 1.69 M +USD 419 k +8,685 +33%
Great Valley Advisor Group
134
Great Valley Advisor Group
Delaware
USD 1.66 M +USD 5.21 k +108 +0.3%
Triune Financial Partners
135
Triune Financial Partners
Kansas
USD 1.65 M +USD 530 k +10,990 +47%
Signature Resources Capital Management
136
Signature Resources Capital Management
California
USD 1.62 M +USD 258 k +5,340 +19%
Betterment LLC
137
Betterment LLC
New York
USD 1.62 M +USD 284 k +5,883 +21%
IFP Advisors
138
IFP Advisors
Florida
USD 1.6 M +USD 476 k +9,871 +42%
Wheels Up Wealth
139
Wheels Up Wealth
California
USD 1.59 M +USD 5.98 k +124 +0.4%
Smartleaf Asset Management
140
Smartleaf Asset Management
Massachusetts
USD 1.59 M – – –
One Capital Management
141
One Capital Management
California
USD 1.57 M – – –
Websterrogers Financial Advisors
142
Websterrogers Financial Advisors
South Carolina
USD 1.51 M -USD 22 k -456 -1%
WPWealth
143
WPWealth
Texas
USD 1.47 M +USD 99 k +2,052 +7%
HB Wealth Management
144
HB Wealth Management
Georgia
USD 1.44 M -USD 1.26 M -26,054 -47%
One Degree Advisors
145
One Degree Advisors
California
USD 1.43 M +USD 26 k +540 +2%
NewEdge Advisors
146
NewEdge Advisors
Louisiana
USD 1.41 M -USD 36.1 k -748 -2%
Mather Group
147
Mather Group
Illinois
USD 1.39 M -USD 578 k -11,985 -29%
CWMA
148
Capstone Wealth Management (Alabama)
Alabama
USD 1.39 M +USD 206 k +4,276 +17%
Kane Co Wealth Management
149
Kane Co Wealth Management
Iowa
USD 1.34 M -USD 461 k -9,565 -26%
Sterling Wealth Management
150
Sterling Wealth Management
Illinois
USD 1.34 M -USD 13.6 k -282 -1%
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