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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
126
Goldman Sachs
New York
$333K +$334K +6,917 New
WCA
127
Waypoint Capital Advisors
Minnesota
$332K
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$328K +$126K +2,617 +62%
Betterment LLC
129
Betterment LLC
New York
$328K +$39.6K +821 +14%
FCM
130
Family Capital Management
Michigan
$312K +$313K +6,479 New
RLIM
131
Red Lighthouse Investment Management
New York
$307K
FFA
132
Farther Finance Advisors
California
$297K +$1.4K +29 +0.5%
CT
133
Colonial Trust
South Carolina
$288K -$7K -145 -2%
EFP
134
Envision Financial Planning
Tennessee
$282K +$28K +581 +11%
KWM
135
KFG Wealth Management
Indiana
$274K
SPC
136
Sigma Planning Corp
Michigan
$269K +$270K +5,590 New
Creative Planning
137
Creative Planning
Kansas
$268K +$27.3K +566 +11%
TFA
138
Teamwork Financial Advisors
Texas
$265K -$114K -2,359 -30%
Comerica Bank
139
Comerica Bank
Texas
$260K
BCG
140
Breakwater Capital Group
New Jersey
$259K +$19.3K +400 +8%
SWM
141
SeaCrest Wealth Management
New York
$255K
LWM
142
LJI Wealth Management
Indiana
$252K
SWM
143
Seaside Wealth Management
California
$245K +$1.16K +24 +0.5%
CCFM
144
Clear Creek Financial Management
Washington
$243K
AFA
145
Alpha Financial Advisors
North Carolina
$202K
CFO
146
CVA Family Office
Colorado
$198K +$199K +4,125 New
AFS
147
Annapolis Financial Services
Maryland
$186K -$1.07M -22,083 -85%
GWSG
148
GPS Wealth Strategies Group
Colorado
$178K
AWM
149
Avior Wealth Management
Nebraska
$171K +$172K +3,562 New
CCMI
150
Creative Capital Management Investments
California
$126K +$38K +788 +43%