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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
101
Burton Enright Welch
California
$586K -$41.5K -860 -7%
2L
102
25 LLC
Missouri
$580K -$130K -2,688 -18%
NA
103
NewEdge Advisors
Louisiana
$566K
DAS
104
Dynamic Advisor Solutions
Arizona
$559K +$676 +14 +0.1%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$555K -$10.4K -216 -2%
TFP
106
Triune Financial Partners
Kansas
$536K +$2.51K +52 +0.5%
W
107
WPWealth
Texas
$526K -$22K -455 -4%
WA
108
Wealthstream Advisors
New York
$524K +$44K +912 +9%
GFA
109
Grunden Financial Advisory
Texas
$510K +$1.64K +34 +0.3%
PWA
110
Physician Wealth Advisors
Utah
$509K
Osaic Holdings
111
Osaic Holdings
Arizona
$506K -$390K -8,071 -43%
WP
112
WMS Partners
Maryland
$505K
RWM
113
Rockwood Wealth Management
Pennsylvania
$494K -$37.5K -777 -7%
DF
114
DecisionPoint Financial
Arizona
$481K
ME
115
McIlrath & Eck
Washington
$455K -$11K -228 -2%
FWP
116
Firethorn Wealth Partners
Georgia
$450K -$152K -3,155 -25%
Morgan Stanley
117
Morgan Stanley
New York
$432K +$17.8K +368 +4%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$428K +$4.83K +100 +1%
BWG
119
Beta Wealth Group
California
$409K +$45.6K +945 +12%
JWCA
120
J.W. Cole Advisors
Florida
$400K +$402K +8,325 New
RFP
121
RCS Financial Planning
Maryland
$392K +$22.1K +458 +6%
DPI
122
Diversified Portfolios Inc
Michigan
$383K
BFG
123
Bleakley Financial Group
New Jersey
$376K -$18.4K -381 -5%
SW
124
Simplicity Wealth
New Jersey
$376K +$378K +7,822 New
CC
125
Copperleaf Capital
North Carolina
$350K -$7.19K -149 -2%