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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
CPA Asset Management
Florida
$1.45M +$7.47K +156 +0.5%
FCM
102
Family Capital Management
Michigan
$1.44M +$885K +18,474 +155%
SIS
103
Strategic Investment Solutions
Illinois
$1.37M -$234K -4,889 -15%
HWMC
104
Heritage Wealth Management (California)
California
$1.33M +$97.4K +2,035 +8%
BCM
105
Blume Capital Management
California
$1.29M -$231K -4,820 -15%
NA
106
NewEdge Advisors
Louisiana
$1.28M +$795K +16,613 +161%
IWS
107
Integrity Wealth Solutions
Colorado
$1.24M -$283K -5,917 -19%
NWM
108
Northwest Wealth Management
Iowa
$1.23M +$417K +8,711 +51%
PWS
109
Physician Wealth Solutions
Nevada
$1.21M -$17.1K -358 -1%
SC
110
Scratch Capital
Idaho
$1.17M +$67.1K +1,402 +6%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$1.11M -$101K -2,117 -8%
HWM
112
HB Wealth Management
Georgia
$1.09M +$1.1M +22,994 New
JTWM
113
Jackson Thornton Wealth Management
Alabama
$1.07M +$390K +8,150 +56%
ODA
114
One Degree Advisors
California
$1.06M -$8.33K -174 -0.8%
IAG
115
Investmark Advisory Group
Connecticut
$1.05M
WWWM
116
White Wing Wealth Management
Texas
$1.04M -$261K -5,459 -20%
WFA
117
Websterrogers Financial Advisors
South Carolina
$1.01M -$115K -2,397 -10%
SC
118
Savant Capital
Illinois
$982K -$623K -13,020 -39%
RGC
119
Roberts, Glore & Co
Illinois
$980K
MSFS
120
Main Street Financial Solutions
Pennsylvania
$958K -$45.2K -944 -4%
PFA
121
Pure Financial Advisors
California
$917K +$52.1K +1,089 +6%
W
122
WPWealth
Texas
$908K -$20.7K -432 -2%
SIAG
123
Safeguard Investment Advisory Group
California
$905K -$213K -4,439 -19%
NA
124
Note Advisors
New York
$902K +$187K +3,898 +26%
NDWM
125
New Dimensions Wealth Management
Texas
$864K +$870K +18,160 New