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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
26
Compass Financial Group (Florida)
Florida
$7.97M +$172K +3,643 +2%
WFA
27
West Financial Advisors
Iowa
$7.83M +$7.98M +168,585 New
RCA
28
Resonant Capital Advisors
Wisconsin
$6.85M -$537K -11,353 -7%
PWIA
29
Porter White Investment Advisors
Alabama
$5.87M +$591K +12,484 +11%
Corient Private Wealth
30
Corient Private Wealth
Florida
$5.7M +$264K +5,583 +5%
LFGO
31
Legacy Financial Group (Oklahoma)
Oklahoma
$5.55M +$86.4K +1,826 +2%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$4.92M -$218K -4,604 -4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.82M +$4.91M +103,704 New
Stifel Financial
34
Stifel Financial
Missouri
$4.8M -$2.32M -49,120 -32%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$4.75M +$4.84M +102,282 New
RIM
36
RW Investment Management
Idaho
$4.58M +$17.6K +372 +0.4%
FG
37
Foster Group
Iowa
$4.5M -$6.01K -127 -0.1%
CWM
38
Core Wealth Management
Florida
$4.2M +$1.06M +22,427 +33%
RVPG
39
Relative Value Partners Group
$4.19M -$170K -3,584 -4%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.97M +$4.05M +85,499 New
QHA
41
Quarry Hill Advisors
Minnesota
$3.75M -$228K -4,826 -6%
MWM
42
Modera Wealth Management
New Jersey
$3.68M +$158K +3,335 +4%
WA
43
Waverly Advisors
Alabama
$3.67M -$20.1K -425 -0.5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.38M -$376K -7,956 -10%
VFP
45
Verus Financial Partners
Virginia
$3.26M +$662K +13,999 +25%
AIS
46
American Investment Services
Massachusetts
$3.02M +$5.87K +124 +0.2%
API
47
Advisor Partners II
California
$2.57M -$4.67M -98,724 -64%
GAM
48
GEM Asset Management
Michigan
$2.47M -$425K -8,986 -14%
PFM
49
Phillips Financial Management
Indiana
$2.38M +$9.04K +191 +0.4%
SRC
50
Sage Rhino Capital
California
$2.36M +$149K +3,157 +7%