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ícone de DFNM

Dimensional National Municipal Bond ETF
DFNM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Burk Holdings
201
Burk Holdings
Oklahoma
US$ 532 mil +US$ 84,8 mil +1.758 +19%
Western Wealth Management
202
Western Wealth Management
Colorado
US$ 527 mil – – –
Jacobi Capital Management
203
Jacobi Capital Management
Pennsylvania
US$ 525 mil +US$ 3,71 mil +77 +0,7%
CVA Family Office
204
CVA Family Office
Colorado
US$ 521 mil – – –
Andrews Lucia Wealth Management
205
Andrews Lucia Wealth Management
California
US$ 521 mil +US$ 520 mil +10.779 Nova
Copper Harbor Investment Advisors
206
Copper Harbor Investment Advisors
Wisconsin
US$ 513 mil +US$ 512 mil +10.622 Nova
Royal Bank of Canada
207
Royal Bank of Canada
Ontario, Canada
US$ 511 mil +US$ 120 mil +2.492 +31%
Burton Enright Welch
208
Burton Enright Welch
California
US$ 509 mil +US$ 16,8 mil +349 +3%
Foundations Investment Advisors
209
Foundations Investment Advisors
Arizona
US$ 508 mil +US$ 92,8 mil +1.925 +22%
Beta Wealth Group
210
Beta Wealth Group
California
US$ 501 mil +US$ 50,3 mil +1.042 +11%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
US$ 497 mil +US$ 100 mil +2.071 +25%
Foundry Financial
212
Foundry Financial
California
US$ 487 mil -US$ 5,4 mil -112 -1%
Life Planning Partners
213
Life Planning Partners
Florida
US$ 473 mil -US$ 13,8 mil -286 -3%
Meridian Wealth Management
214
Meridian Wealth Management
Kentucky
US$ 472 mil -US$ 12,8 mil -266 -3%
Noble Wealth Partners
215
Noble Wealth Partners
Colorado
US$ 461 mil +US$ 460 mil +9.545 Nova
Eldridge Investment Advisors
216
Eldridge Investment Advisors
New Hampshire
US$ 458 mil -US$ 20,2 mil -419 -4%
DecisionPoint Financial
217
DecisionPoint Financial
Arizona
US$ 452 mil – – –
Oath Planning
218
Oath Planning
Oklahoma
US$ 448 mil +US$ 94,5 mil +1.960 +27%
Aptus Capital Advisors
219
Aptus Capital Advisors
Alabama
US$ 435 mil +US$ 39,5 mil +819 +10%
Acorn Wealth Advisors
220
Acorn Wealth Advisors
Michigan
US$ 425 mil -US$ 5,02 mil -104 -1%
Morgan Stanley
221
Morgan Stanley
New York
US$ 422 mil +US$ 48 +1 +0%
Forteris Wealth Management
222
Forteris Wealth Management
New York
US$ 421 mil -US$ 98,7 mil -2.046 -19%
Tableaux
223
Tableaux
Massachusetts
US$ 421 mil -US$ 55,7 mil -1.154 -12%
Beckerman Institutional
224
Beckerman Institutional
New Jersey
US$ 420 mil -US$ 38,9 mil -807 -8%
Vantage Point Financial
225
Vantage Point Financial
Illinois
US$ 418 mil +US$ 1,4 mil +29 +0,3%
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