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Dimensional National Municipal Bond ETF
DFNM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
226
Avestar Capital
New York
$358K +$362K +7,469 New
OP
227
Oath Planning
Oklahoma
$351K +$355K +7,316 New
IA
228
Inspire Advisors
Idaho
$347K +$2.04K +42 +0.6%
CCMI
229
Creative Capital Management Investments
California
$345K +$46.3K +956 +15%
KRW
230
Kaufman Rossin Wealth
Florida
$339K -$42.7K -882 -11%
SIS
231
Strategic Investment Solutions
Illinois
$332K -$2.13K -44 -0.6%
MT
232
Midwest Trust
Kansas
$330K – – –
GSEP
233
Golden State Equity Partners
California
$329K +$332K +6,857 New
CT
234
Colonial Trust
South Carolina
$309K +$14.8K +305 +5%
PFG
235
Pinnacle Financial Group
Illinois
$299K – – –
SIMC
236
Squire Investment Management Company
Utah
$298K +$42.4K +875 +16%
IAG
237
Investment Advisory Group
Massachusetts
$297K +$15.6K +322 +5%
RLIM
238
Red Lighthouse Investment Management
New York
$294K – – –
ATC
239
Argent Trust Co
Tennessee
$288K +$291K +6,000 New
SWM
240
Seaside Wealth Management
California
$285K +$1.7K +35 +0.6%
VCP
241
Verus Capital Partners
Arizona
$283K +$8.82K +182 +3%
EFP
242
Envision Financial Planning
Tennessee
$282K +$2.81K +58 +1%
LFA
243
Level Financial Advisors
New York
$277K – – –
ME
244
McIlrath & Eck
Washington
$276K – – –
KWM
245
KFG Wealth Management
Indiana
$261K +$1.02K +21 +0.4%
VWA
246
Vistica Wealth Advisors
California
$261K +$263K +5,435 New
CA
247
Clune & Associates
Illinois
$255K – – –
CAG
248
Csenge Advisory Group
Florida
$255K -$14.3K -295 -5%
HA
249
Hanover Advisors
South Carolina
$252K – – –
AWA
250
Arkadios Wealth Advisors
Georgia
$250K +$253K +5,218 New
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