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icono de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Burk Holdings
201
Burk Holdings
Oklahoma
USD 532 k +USD 84.8 k +1,758 +19%
Western Wealth Management
202
Western Wealth Management
Colorado
USD 527 k – – –
Jacobi Capital Management
203
Jacobi Capital Management
Pennsylvania
USD 525 k +USD 3.71 k +77 +0.7%
CVA Family Office
204
CVA Family Office
Colorado
USD 521 k – – –
Andrews Lucia Wealth Management
205
Andrews Lucia Wealth Management
California
USD 521 k +USD 520 k +10,779 Nuevas
Copper Harbor Investment Advisors
206
Copper Harbor Investment Advisors
Wisconsin
USD 513 k +USD 512 k +10,622 Nuevas
Royal Bank of Canada
207
Royal Bank of Canada
Ontario, Canada
USD 511 k +USD 120 k +2,492 +31%
Burton Enright Welch
208
Burton Enright Welch
California
USD 509 k +USD 16.8 k +349 +3%
Foundations Investment Advisors
209
Foundations Investment Advisors
Arizona
USD 508 k +USD 92.8 k +1,925 +22%
Beta Wealth Group
210
Beta Wealth Group
California
USD 501 k +USD 50.3 k +1,042 +11%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
USD 497 k +USD 100 k +2,071 +25%
Foundry Financial
212
Foundry Financial
California
USD 487 k -USD 5.4 k -112 -1%
Life Planning Partners
213
Life Planning Partners
Florida
USD 473 k -USD 13.8 k -286 -3%
Meridian Wealth Management
214
Meridian Wealth Management
Kentucky
USD 472 k -USD 12.8 k -266 -3%
Noble Wealth Partners
215
Noble Wealth Partners
Colorado
USD 461 k +USD 460 k +9,545 Nuevas
Eldridge Investment Advisors
216
Eldridge Investment Advisors
New Hampshire
USD 458 k -USD 20.2 k -419 -4%
DecisionPoint Financial
217
DecisionPoint Financial
Arizona
USD 452 k – – –
Oath Planning
218
Oath Planning
Oklahoma
USD 448 k +USD 94.5 k +1,960 +27%
Aptus Capital Advisors
219
Aptus Capital Advisors
Alabama
USD 435 k +USD 39.5 k +819 +10%
Acorn Wealth Advisors
220
Acorn Wealth Advisors
Michigan
USD 425 k -USD 5.02 k -104 -1%
Morgan Stanley
221
Morgan Stanley
New York
USD 422 k +USD 48 +1 +0%
Forteris Wealth Management
222
Forteris Wealth Management
New York
USD 421 k -USD 98.7 k -2,046 -19%
Tableaux
223
Tableaux
Massachusetts
USD 421 k -USD 55.7 k -1,154 -12%
Beckerman Institutional
224
Beckerman Institutional
New Jersey
USD 420 k -USD 38.9 k -807 -8%
Vantage Point Financial
225
Vantage Point Financial
Illinois
USD 418 k +USD 1.4 k +29 +0.3%
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