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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWWM
101
White Wing Wealth Management
Texas
$1.32M -$72.6K -1,509 -5%
CWA
102
CogentBlue Wealth Advisors
Tennessee
$1.29M +$1.3M +27,000 New
PWS
103
Physician Wealth Solutions
Nevada
$1.24M
MML Investors Services
104
MML Investors Services
Massachusetts
$1.24M -$178K -3,709 -13%
HWMC
105
Heritage Wealth Management (California)
California
$1.23M +$191K +3,970 +18%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$1.22M -$359K -7,453 -23%
OA
107
Oceanside Advisors
South Carolina
$1.15M +$33.9K +704 +3%
WFA
108
Websterrogers Financial Advisors
South Carolina
$1.13M -$14.4K -300 -1%
SIAG
109
Safeguard Investment Advisory Group
California
$1.12M +$26.8K +557 +2%
SC
110
Scratch Capital
Idaho
$1.1M +$1.11M +23,117 New
ODA
111
One Degree Advisors
California
$1.08M -$297K -6,167 -21%
IAG
112
Investmark Advisory Group
Connecticut
$1.05M +$17.1K +356 +2%
MSFS
113
Main Street Financial Solutions
Pennsylvania
$1.01M +$13.2K +275 +1%
RGC
114
Roberts, Glore & Co
Illinois
$984K
W
115
WPWealth
Texas
$932K -$129K -2,685 -12%
PFA
116
Pure Financial Advisors
California
$869K -$55.5K -1,153 -6%
SWA
117
Sterling Wealth Advisors
Florida
$857K +$864K +17,946 New
NWM
118
Northwest Wealth Management
Iowa
$815K +$410K +8,511 +100%
OWA
119
Oak Wealth Advisors
Illinois
$798K +$804K +16,703 New
BBHC
120
Brown Brothers Harriman & Co
New York
$793K -$518K -10,775 -39%
FOA
121
Five Oceans Advisors
California
$751K
DI
122
Disciplined Investments
Oklahoma
$732K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$731K +$219K +4,553 +42%
BMWS
124
Brady Martz Wealth Solutions
North Dakota
$727K +$735K +15,266 New
NA
125
Note Advisors
New York
$719K +$725K +15,059 New