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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$766K -$494K -10,330 -39%
FWI
77
Facet Wealth Inc
Maryland
$757K +$9.38K +196 +1%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$753K +$242K +5,053 +47%
FOA
79
Five Oceans Advisors
California
$746K -$293K -6,129 -28%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$711K +$714K +14,918 New
AFS
81
Annapolis Financial Services
Maryland
$697K +$79.8K +1,669 +13%
W
82
WPWealth
Texas
$576K -$6.36K -133 -1%
WWM
83
Western Wealth Management
Colorado
$575K -$320K -6,681 -36%
TCBWMS
84
Texas Capital Bank Wealth Management Services
Texas
$546K -$662K -13,834 -55%
TFP
85
Triune Financial Partners
Kansas
$521K +$2.68K +56 +0.5%
Osaic Holdings
86
Osaic Holdings
Arizona
$512K -$2.62M -54,791 -84%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$495K -$501K -10,481 -50%
DAS
88
Dynamic Advisor Solutions
Arizona
$493K +$50.4K +1,053 +11%
AC
89
Avestar Capital
New York
$470K -$20.1K -421 -4%
RGF
90
Retirement Guys Formula
Ohio
$467K
TI
91
Tidal Investments
Wisconsin
$464K -$1.44K -30 -0.3%
DPI
92
Diversified Portfolios Inc
Michigan
$456K +$9.95K +208 +2%
CAM
93
CPA Asset Management
Florida
$441K
RLIM
94
Red Lighthouse Investment Management
New York
$435K
BFG
95
Bleakley Financial Group
New Jersey
$426K +$65.1K +1,361 +18%
SS
96
Simplicity Solutions
Minnesota
$426K +$65.1K +1,361 +18%
MML Investors Services
97
MML Investors Services
Massachusetts
$424K +$78.2K +1,634 +22%
WCA
98
Waypoint Capital Advisors
Minnesota
$418K
Morgan Stanley
99
Morgan Stanley
New York
$411K
BWG
100
Beta Wealth Group
California
$393K +$2.39K +50 +0.6%