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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
76
American Investment Services
Massachusetts
$3.08M -$46.5K -978 -2%
LFGO
77
Legacy Financial Group (Oklahoma)
Oklahoma
$3.03M -$620K -13,040 -17%
TCM
78
Tassel Capital Management
North Carolina
$3.01M +$86.3K +1,814 +3%
Truist Financial
79
Truist Financial
North Carolina
$2.96M +$525K +11,030 +22%
Corient Private Wealth
80
Corient Private Wealth
Florida
$2.77M -$1.31M -27,536 -32%
CSP
81
Cary Street Partners
Virginia
$2.73M +$103K +2,171 +4%
BAAM
82
Baker Avenue Asset Management
California
$2.69M +$51.6K +1,084 +2%
HWM
83
HB Wealth Management
Georgia
$2.68M -$491K -10,325 -16%
FA
84
FF Advisors
California
$2.65M -$36.1K -759 -1%
WA
85
Waverly Advisors
Alabama
$2.62M -$1.24M -26,115 -32%
SC
86
Scratch Capital
Idaho
$2.57M +$1.61M +33,845 +171%
QHA
87
Quarry Hill Advisors
Minnesota
$2.38M +$533K +11,212 +29%
EAM
88
Evanson Asset Management
California
$2.33M -$1.57M -33,048 -40%
Financial Engines Advisors
89
Financial Engines Advisors
California
$2.31M +$625K +13,145 +38%
TFO
90
Timonier Family Office
North Carolina
$2.22M -$55.4K -1,165 -2%
VP
91
Verisail Partners
Georgia
$2.22M +$66.3K +1,393 +3%
HHWM
92
Hiley Hunt Wealth Management
Nebraska
$2.2M +$375K +7,875 +21%
PAG
93
Private Advisor Group
New Jersey
$2.16M +$92.1K +1,937 +4%
RFP
94
Root Financial Partners
California
$2.14M +$1.77M +37,175 +504%
NRWA
95
North Ridge Wealth Advisors
Oregon
$2.1M +$292K +6,132 +16%
SC
96
Shearwater Capital
Colorado
$2.03M +$105K +2,204 +6%
LWMNY
97
Landmark Wealth Management (New York)
New York
$2.01M +$135K +2,834 +7%
PAS
98
Park Avenue Securities
New York
$2.01M -$28.7K -603 -1%
NA
99
Note Advisors
New York
$1.88M +$156K +3,289 +9%
PFA
100
Pure Financial Advisors
California
$1.85M +$14.7K +310 +0.8%