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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
101
Burton Enright Welch
California
$633K -$933K -19,751 -60%
B
102
Bridgeworth
Alabama
$609K +$593K +12,548 New
FWP
103
Firethorn Wealth Partners
Georgia
$607K -$200K -4,231 -25%
WWM
104
Western Wealth Management
Colorado
$587K +$803 +17 +0.1%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$570K -$156K -3,307 -22%
NA
106
NewEdge Advisors
Louisiana
$567K +$556K +11,773 New
DAS
107
Dynamic Advisor Solutions
Arizona
$563K +$59K +1,250 +12%
WFA
108
Websterrogers Financial Advisors
South Carolina
$562K -$676K -14,309 -55%
W
109
WPWealth
Texas
$552K -$20.6K -437 -4%
TFP
110
Triune Financial Partners
Kansas
$538K +$4.11K +87 +0.8%
RWM
111
Rockwood Wealth Management
Pennsylvania
$536K -$111K -2,359 -18%
PWA
112
Physician Wealth Advisors
Utah
$514K +$504K +10,676 New
GFA
113
Grunden Financial Advisory
Texas
$513K +$499K +10,574 New
WP
114
WMS Partners
Maryland
$510K +$496K +10,505 New
SIG
115
Spinnaker Investment Group
California
$494K -$1.48M -31,328 -75%
DF
116
DecisionPoint Financial
Arizona
$490K +$477K +10,098 New
CAM
117
CPA Asset Management
Florida
$489K +$48.7K +1,030 +11%
WA
118
Wealthstream Advisors
New York
$484K +$169K +3,573 +56%
ME
119
McIlrath & Eck
Washington
$470K +$239K +5,052 +109%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$427K
Morgan Stanley
121
Morgan Stanley
New York
$418K
BFG
122
Bleakley Financial Group
New Jersey
$398K -$97.8K -2,070 -20%
SS
123
Simplicity Solutions
Minnesota
$398K -$97.8K -2,070 -20%
AWM
124
AE Wealth Management
Kansas
$395K -$200K -4,236 -34%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$394K +$279K +5,912 +268%