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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
26
Graves Light Lenhart Wealth
Virginia
$13.2M +$1.34M +28,228 +11%
VF
27
Vestment Financial
Minnesota
$12.2M +$1.23M +25,949 +11%
RCA
28
Resonant Capital Advisors
Wisconsin
$11.5M +$1.08M +22,636 +10%
SCA
29
Strathmore Capital Advisors
North Carolina
$11.1M -$1.35M -28,423 -11%
CIM
30
Confluence Investment Management
Missouri
$10.4M +$2.31M +48,497 +29%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$10.4M -$878K -18,465 -8%
APC
32
Asset Planning Corporation
Tennessee
$10.3M -$116K -2,435 -1%
WFA
33
West Financial Advisors
Iowa
$9.3M +$296K +6,219 +3%
VFP
34
Vested Financial Planning
California
$9.29M +$369K +7,756 +4%
IWC
35
Integrated Wealth Concepts
Massachusetts
$9M +$74.2K +1,561 +0.8%
BMWS
36
Brady Martz Wealth Solutions
North Dakota
$8.29M +$768K +16,142 +10%
CFGF
37
Compass Financial Group (Florida)
Florida
$8.16M -$303K -6,363 -4%
E
38
EntreWealth
Texas
$8.07M +$2.13M +44,730 +36%
DWM
39
Dopkins Wealth Management
New York
$8.04M +$2.3M +48,400 +41%
PL
40
Plancorp LLC
Missouri
$7.99M +$110K +2,321 +1%
PWIA
41
Porter White Investment Advisors
Alabama
$7.69M +$180K +3,791 +2%
OFI
42
Outbound Financial Inc
Colorado
$7.46M +$158K +3,315 +2%
WAG
43
Wheelhouse Advisory Group
Missouri
$7.44M +$1.71M +35,984 +30%
CC
44
Citrine Capital
California
$6.83M +$1.7M +35,705 +33%
Osaic Holdings
45
Osaic Holdings
Arizona
$6.65M +$243K +5,102 +4%
CWM
46
Core Wealth Management
Florida
$6.63M +$1.33M +28,010 +25%
MCA
47
Maryland Capital Advisors
Maryland
$6.52M +$436K +9,174 +7%
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$6.04M +$483K +10,147 +9%
UWM
49
United Wealth Management
Virginia
$5.97M +$802K +16,868 +16%
CFO
50
Collective Family Office
Pennsylvania
$5.7M -$961K -20,209 -15%