We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
101
Red Lighthouse Investment Management
New York
$425K +$95 +2 +0%
AF
102
Allworth Financial
California
$422K -$332K -7,009 -44%
CAM
103
CPA Asset Management
Florida
$421K -$9.94K -210 -2%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$409K -$331K -7,000 -44%
Morgan Stanley
105
Morgan Stanley
New York
$401K
2L
106
25 LLC
Missouri
$385K +$8.09K +171 +2%
JP Morgan Chase
107
JP Morgan Chase
New York
$372K +$379K +8,011 New
BWG
108
Beta Wealth Group
California
$362K -$21.9K -462 -6%
TFA
109
Teamwork Financial Advisors
Texas
$357K +$363K +7,679 New
CC
110
Copperleaf Capital
North Carolina
$356K +$61.5K +1,300 +20%
DPI
111
Diversified Portfolios Inc
Michigan
$341K -$106K -2,240 -23%
RFP
112
RCS Financial Planning
Maryland
$327K +$333K +7,042 New
WCA
113
Waypoint Capital Advisors
Minnesota
$321K -$88.8K -1,877 -21%
WA
114
Wealthstream Advisors
New York
$298K
CT
115
Colonial Trust
South Carolina
$267K -$16.4K -347 -6%
BAM
116
Belpointe Asset Management
Nevada
$263K
SPC
117
Sigma Planning Corp
Michigan
$260K +$265K +5,597 New
GB
118
Goepper Burkhardt
South Carolina
$256K
RGC
119
Roberts, Glore & Co
Illinois
$256K
MML Investors Services
120
MML Investors Services
Massachusetts
$255K -$162K -3,416 -38%
Betterment LLC
121
Betterment LLC
New York
$253K +$257K +5,438 New
Comerica Bank
122
Comerica Bank
Texas
$252K +$256K +5,414 New
SWM
123
SeaCrest Wealth Management
New York
$246K
PP
124
PrairieView Partners
Minnesota
$245K
ME
125
McIlrath & Eck
Washington
$216K +$202K +4,269 +1,135%