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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pure Financial Advisors
California
$939K +$10.6K +219 +1%
RJA
102
Raymond James & Associates
Florida
$906K +$900K +18,661 New
EIA
103
Eldridge Investment Advisors
New Hampshire
$782K -$288K -5,979 -27%
FOA
104
Five Oceans Advisors
California
$763K
2L
105
25 LLC
Missouri
$754K +$8.82K +183 +1%
DI
106
Disciplined Investments
Oklahoma
$744K -$69.2K -1,434 -9%
WAG
107
Wheelhouse Advisory Group
Missouri
$710K +$706K +14,631 New
WWM
108
Western Wealth Management
Colorado
$696K +$48.4K +1,004 +8%
JTWM
109
Jackson Thornton Wealth Management
Alabama
$643K +$1.74K +36 +0.3%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$573K +$334K +6,932 +142%
BEW
111
Burton Enright Welch
California
$570K -$23.8K -494 -4%
DAS
112
Dynamic Advisor Solutions
Arizona
$565K -$386 -8 -0.1%
WA
113
Wealthstream Advisors
New York
$564K
TFP
114
Triune Financial Partners
Kansas
$548K +$3.62K +75 +0.7%
RWM
115
Ruedi Wealth Management
Illinois
$531K
Morgan Stanley
116
Morgan Stanley
New York
$531K +$93.9K +1,947 +22%
GFA
117
Grunden Financial Advisory
Texas
$522K +$3.47K +72 +0.7%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$522K +$89K +1,846 +21%
BFG
119
Bleakley Financial Group
New Jersey
$521K +$140K +2,894 +37%
PWA
120
Physician Wealth Advisors
Utah
$516K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$511K +$54.3K +1,125 +12%
WP
122
WMS Partners
Maryland
$510K
CFO
123
CVA Family Office
Colorado
$491K +$112K +2,320 +30%
DF
124
DecisionPoint Financial
Arizona
$490K
FCM
125
Family Capital Management
Michigan
$466K +$98.1K +2,035 +27%