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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Resonant Capital Advisors
Wisconsin
$8.59M
MCA
27
Maryland Capital Advisors
Maryland
$8.57M +$12.9K +268 +0.2%
WFA
28
West Financial Advisors
Iowa
$8.08M +$69.6K +1,441 +0.9%
Corient Private Wealth
29
Corient Private Wealth
Florida
$6.21M +$160K +3,308 +3%
MWA
30
Mills Wealth Advisors
Texas
$5.82M -$5.54M -114,771 -49%
EAM
31
Evanson Asset Management
California
$4.96M +$1.49M +30,785 +43%
Stifel Financial
32
Stifel Financial
Missouri
$4.8M -$16.1K -333 -0.3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$4.71M +$19.5K +404 +0.4%
Bank of America
34
Bank of America
North Carolina
$4.48M +$1.5M +31,090 +50%
CWM
35
Core Wealth Management
Florida
$4.46M +$804K +16,657 +22%
PWIA
36
Porter White Investment Advisors
Alabama
$4.45M +$46.1K +955 +1%
RIM
37
RW Investment Management
Idaho
$4.43M +$26.5K +550 +0.6%
SC
38
Savant Capital
Illinois
$4.39M -$1.64M -33,983 -27%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.38M -$109K -2,248 -2%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.17M +$711K +14,740 +20%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$4.14M +$289K +5,991 +7%
MWM
42
Modera Wealth Management
New Jersey
$3.95M -$24.2K -502 -0.6%
AIS
43
American Investment Services
Massachusetts
$3.92M +$304K +6,304 +8%
Jane Street
44
Jane Street
New York
$3.78M +$3.79M +78,554 New
VFP
45
Verus Financial Partners
Virginia
$3.71M +$176K +3,637 +5%
WA
46
Waverly Advisors
Alabama
$3.64M -$114K -2,357 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$3.56M -$218K -4,518 -6%
GAM
48
GEM Asset Management
Michigan
$3.51M -$145K -3,000 -4%
FA
49
FF Advisors
California
$3.45M
AF
50
Allworth Financial
California
$3.4M -$110K -2,272 -3%