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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
101
Jackson Thornton Wealth Management
Alabama
$631K +$631K +13,205 New
BEW
102
Burton Enright Welch
California
$584K +$2.15K +45 +0.4%
DAS
103
Dynamic Advisor Solutions
Arizona
$556K +$908 +19 +0.2%
WA
104
Wealthstream Advisors
New York
$555K +$35K +732 +7%
TFP
105
Triune Financial Partners
Kansas
$536K +$3.54K +74 +0.7%
RWM
106
Ruedi Wealth Management
Illinois
$523K +$523K +10,940 New
PWA
107
Physician Wealth Advisors
Utah
$513K
GFA
108
Grunden Financial Advisory
Texas
$510K +$3.34K +70 +0.7%
WP
109
WMS Partners
Maryland
$502K
MC
110
McCarthy & Cox
Ohio
$497K -$176K -3,680 -26%
DF
111
DecisionPoint Financial
Arizona
$485K
ME
112
McIlrath & Eck
Washington
$452K
GOCP
113
Great Oak Capital Partners
Massachusetts
$452K +$448K +9,368 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$449K -$103K -2,148 -19%
Betterment LLC
115
Betterment LLC
New York
$448K +$122K +2,553 +37%
RWM
116
Rockwood Wealth Management
Pennsylvania
$446K -$45.2K -946 -9%
WP
117
Wealthspan Partners
Iowa
$444K -$275K -5,747 -38%
NA
118
NewEdge Advisors
Louisiana
$442K -$121K -2,530 -21%
LWM
119
LJI Wealth Management
Indiana
$432K +$181K +3,795 +72%
Morgan Stanley
120
Morgan Stanley
New York
$429K
BWG
121
Beta Wealth Group
California
$426K +$19.3K +404 +5%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$425K
FWP
123
Firethorn Wealth Partners
Georgia
$402K -$45.9K -960 -10%
JWCA
124
J.W. Cole Advisors
Florida
$400K +$1.96K +41 +0.5%
RFP
125
RCS Financial Planning
Maryland
$394K +$4.2K +88 +1%