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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
126
Diversified Portfolios Inc
Michigan
$386K +$29.3K +620 +8%
TFA
127
Teamwork Financial Advisors
Texas
$382K +$9.45K +200 +3%
RFP
128
RCS Financial Planning
Maryland
$373K +$30.9K +654 +9%
BWG
129
Beta Wealth Group
California
$367K -$10.3K -219 -3%
CC
130
Copperleaf Capital
North Carolina
$360K -$10.7K -227 -3%
WCA
131
Waypoint Capital Advisors
Minnesota
$335K
OMC
132
Old Mission Capital
Illinois
$332K +$323K +6,837 New
RLIM
133
Red Lighthouse Investment Management
New York
$309K -$130K -2,760 -30%
FFA
134
Farther Finance Advisors
California
$299K +$291K +6,156 New
CT
135
Colonial Trust
South Carolina
$297K +$18.5K +392 +7%
Betterment LLC
136
Betterment LLC
New York
$291K +$26.8K +568 +10%
KWM
137
KFG Wealth Management
Indiana
$277K +$269K +5,705 New
Comerica Bank
138
Comerica Bank
Texas
$263K
SWM
139
SeaCrest Wealth Management
New York
$257K
EFP
140
Envision Financial Planning
Tennessee
$257K -$220K -4,663 -47%
LWM
141
LJI Wealth Management
Indiana
$254K +$248K +5,244 New
IA
142
IFG Advisory
Georgia
$252K +$38.3K +811 +19%
SWM
143
Seaside Wealth Management
California
$246K +$239K +5,070 New
CCFM
144
Clear Creek Financial Management
Washington
$245K -$267K -5,649 -53%
Creative Planning
145
Creative Planning
Kansas
$243K +$237K +5,010 New
BCG
146
Breakwater Capital Group
New Jersey
$240K +$236K +4,986 New
FTUS
147
Flow Traders U.S.
New York
$234K +$228K +4,817 New
MML Investors Services
148
MML Investors Services
Massachusetts
$213K -$52K -1,101 -20%
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$204K +$174K +3,673 +689%
AFA
150
Alpha Financial Advisors
North Carolina
$204K +$198K +4,200 New