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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
76
Seven Mile Advisory
New Jersey
$3.2M
Truist Financial
77
Truist Financial
North Carolina
$3.2M +$231K +4,802 +8%
VWM
78
Vermillion Wealth Management
Minnesota
$3.19M -$517K -10,727 -14%
GAM
79
GEM Asset Management
Michigan
$3.14M -$118K -2,443 -4%
SWG
80
Summit Wealth Group
Vermont
$3.12M -$12.2K -253 -0.4%
RFP
81
Root Financial Partners
California
$3.09M +$944K +19,600 +44%
QHA
82
Quarry Hill Advisors
Minnesota
$3.09M +$697K +14,471 +29%
TCM
83
Tassel Capital Management
North Carolina
$3.06M +$34.2K +709 +1%
WA
84
Waverly Advisors
Alabama
$2.89M +$266K +5,526 +10%
BAAM
85
Baker Avenue Asset Management
California
$2.88M +$179K +3,720 +7%
JTWM
86
Jackson Thornton Wealth Management
Alabama
$2.87M +$1.64M +33,983 +134%
SC
87
Scratch Capital
Idaho
$2.83M +$242K +5,017 +9%
PCA
88
Prosperity Capital Advisors
Ohio
$2.81M -$403K -8,368 -13%
LFGO
89
Legacy Financial Group (Oklahoma)
Oklahoma
$2.69M -$348K -7,220 -11%
HWM
90
HB Wealth Management
Georgia
$2.69M
TFA
91
TandemGrowth Financial Advisors
Georgia
$2.69M +$2.69M +55,824 New
CSP
92
Cary Street Partners
Virginia
$2.67M -$74.2K -1,539 -3%
FA
93
FF Advisors
California
$2.66M
NA
94
Note Advisors
New York
$2.54M +$645K +13,394 +34%
PAG
95
Private Advisor Group
New Jersey
$2.48M +$316K +6,567 +15%
HHWM
96
Hiley Hunt Wealth Management
Nebraska
$2.36M +$152K +3,156 +7%
VP
97
Verisail Partners
Georgia
$2.36M +$135K +2,798 +6%
Financial Engines Advisors
98
Financial Engines Advisors
California
$2.33M +$10.9K +226 +0.5%
EAM
99
Evanson Asset Management
California
$2.3M -$41.3K -857 -2%
NRWA
100
North Ridge Wealth Advisors
Oregon
$2.29M +$183K +3,788 +9%