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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
51
Verus Financial Partners
Virginia
$3.99M +$196K +4,096 +5%
RIM
52
RW Investment Management
Idaho
$3.91M -$2.59K -54 -0.1%
Stifel Financial
53
Stifel Financial
Missouri
$3.87M +$157K +3,286 +4%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$3.79M -$500K -10,437 -12%
SWA
55
Sax Wealth Advisors
New Jersey
$3.69M -$1.16M -24,307 -24%
DWM
56
Dopkins Wealth Management
New York
$3.68M +$949K +19,818 +34%
PCA
57
Prosperity Capital Advisors
Ohio
$3.63M -$281K -5,865 -7%
WA
58
Waverly Advisors
Alabama
$3.56M -$124K -2,593 -3%
MWM
59
Modera Wealth Management
New Jersey
$3.56M -$82K -1,713 -2%
AF
60
Allworth Financial
California
$3.44M -$708K -14,788 -17%
PP
61
PrairieView Partners
Minnesota
$3.44M +$912K +19,039 +36%
GAM
62
GEM Asset Management
Michigan
$3.43M -$88.1K -1,840 -2%
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$3.39M +$316K +6,600 +10%
Financial Engines Advisors
64
Financial Engines Advisors
California
$3.33M +$513K +10,722 +18%
VWM
65
Vermillion Wealth Management
Minnesota
$3.32M -$515K -10,763 -13%
BWM
66
BCO Wealth Management
New Mexico
$3.22M +$422K +8,806 +15%
AFO
67
Aurelius Family Office
New Hampshire
$3.04M +$179K +3,744 +6%
PL
68
Plancorp LLC
Missouri
$3.02M +$3.04M +63,487 New
TFO
69
Timonier Family Office
North Carolina
$2.92M -$30.9K -645 -1%
TCM
70
Tassel Capital Management
North Carolina
$2.87M -$652K -13,621 -18%
BAAM
71
Baker Avenue Asset Management
California
$2.69M +$429K +8,959 +19%
FA
72
FF Advisors
California
$2.65M +$814 +17 +0%
NRWA
73
North Ridge Wealth Advisors
Oregon
$2.51M +$299K +6,249 +13%
HTWM
74
Hartmann Taylor Wealth Management
Texas
$2.45M +$2.46M +51,450 New
MWA
75
Mills Wealth Advisors
Texas
$2.43M -$201K -4,202 -8%