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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
26
Relative Value Partners Group
$5.46M -$121K -2,513 -2%
PWIA
27
Porter White Investment Advisors
Alabama
$5.41M
Corient Private Wealth
28
Corient Private Wealth
Florida
$5.32M +$1.21M +25,175 +30%
RIM
29
RW Investment Management
Idaho
$4.92M +$553K +11,493 +13%
FG
30
Foster Group
Iowa
$4.69M +$18.8K +392 +0.4%
SHWM
31
Silicon Hills Wealth Management
Texas
$4.46M +$3.42M +71,131 +335%
QHA
32
Quarry Hill Advisors
Minnesota
$4.36M -$33.3K -692 -0.8%
MWA
33
Mills Wealth Advisors
Texas
$3.88M -$111K -2,312 -3%
CWM
34
Core Wealth Management
Florida
$3.25M -$438K -9,118 -12%
LFA
35
Landmark Financial Advisors
Kentucky
$3.23M +$469K +9,756 +17%
FFM
36
Forum Financial Management
Illinois
$3.23M -$182K -3,778 -5%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.17M +$707K +14,701 +29%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$3.09M +$76.3K +1,587 +3%
GAM
39
GEM Asset Management
Michigan
$2.99M -$265K -5,515 -8%
AIS
40
American Investment Services
Massachusetts
$2.97M
MWM
41
Modera Wealth Management
New Jersey
$2.5M +$305K +6,345 +14%
PFM
42
Phillips Financial Management
Indiana
$2.49M +$99.1K +2,062 +4%
HSG
43
Helen Stephens Group
Texas
$2.41M +$141K +2,932 +6%
LWMNY
44
Landmark Wealth Management (New York)
New York
$2.4M +$638K +13,275 +36%
SRC
45
Sage Rhino Capital
California
$2.27M +$165K +3,438 +8%
LCM
46
Liberty Capital Management
Michigan
$2.26M
PAG
47
Private Advisor Group
New Jersey
$2.24M +$169K +3,508 +8%
VFP
48
Verus Financial Partners
Virginia
$2.2M +$2.2M +45,768 New
EIA
49
Eldridge Investment Advisors
New Hampshire
$2.12M -$37.9K -789 -2%
TWD
50
True Wealth Design
Ohio
$1.94M -$187K -3,898 -9%