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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
76
Root Financial Partners
California
$3.67M +$603K +12,444 +19%
SC
77
Scratch Capital
Idaho
$3.52M +$720K +14,849 +25%
MWM
78
Modera Wealth Management
New Jersey
$3.39M +$2.42K +50 +0.1%
PCA
79
Prosperity Capital Advisors
Ohio
$3.36M +$561K +11,578 +20%
AFO
80
Aurelius Family Office
New Hampshire
$3.33M +$6.88K +142 +0.2%
VWM
81
Vermillion Wealth Management
Minnesota
$3.31M +$136K +2,811 +4%
QHA
82
Quarry Hill Advisors
Minnesota
$3.29M +$183K +3,782 +6%
Truist Financial
83
Truist Financial
North Carolina
$3.21M +$22K +455 +0.7%
SWG
84
Summit Wealth Group
Vermont
$3.11M -$1.31K -27 -0%
BAAM
85
Baker Avenue Asset Management
California
$3.04M +$180K +3,705 +6%
TCM
86
Tassel Capital Management
North Carolina
$2.99M -$57.4K -1,185 -2%
TFA
87
TandemGrowth Financial Advisors
Georgia
$2.98M +$304K +6,265 +11%
Osaic Holdings
88
Osaic Holdings
Arizona
$2.96M -$4.28M -88,265 -59%
NRWA
89
North Ridge Wealth Advisors
Oregon
$2.96M +$688K +14,198 +30%
GAM
90
GEM Asset Management
Michigan
$2.93M -$182K -3,756 -6%
BP
91
BWM Planning
Texas
$2.87M +$769K +15,867 +36%
PAG
92
Private Advisor Group
New Jersey
$2.84M +$373K +7,700 +15%
NA
93
Note Advisors
New York
$2.77M +$252K +5,201 +10%
MGW
94
MB Generational Wealth
Washington
$2.72M +$781K +16,127 +40%
LFGO
95
Legacy Financial Group (Oklahoma)
Oklahoma
$2.7M +$25K +516 +0.9%
HWM
96
HB Wealth Management
Georgia
$2.68M
FA
97
FF Advisors
California
$2.67M
HHWM
98
Hiley Hunt Wealth Management
Nebraska
$2.48M +$128K +2,646 +5%
WA
99
Waverly Advisors
Alabama
$2.4M -$487K -10,058 -17%
VP
100
Verisail Partners
Georgia
$2.37M +$17.3K +356 +0.7%