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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$460K
GOCP
127
Great Oak Capital Partners
Massachusetts
$456K +$2.8K +58 +0.6%
WP
128
Wealthspan Partners
Iowa
$451K
BWG
129
Beta Wealth Group
California
$442K +$8.82K +183 +2%
RWM
130
Rockwood Wealth Management
Pennsylvania
$439K -$13.6K -283 -3%
Betterment LLC
131
Betterment LLC
New York
$439K -$16.6K -345 -4%
LWM
132
LJI Wealth Management
Indiana
$429K -$10K -208 -2%
MC
133
McCarthy & Cox
Ohio
$426K -$78.7K -1,631 -16%
RFP
134
RCS Financial Planning
Maryland
$420K +$19.7K +409 +5%
NWM
135
Northwest Wealth Management
Iowa
$415K +$412K +8,542 New
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$413K +$410K +8,512 New
NA
137
NewEdge Advisors
Louisiana
$403K -$45.2K -937 -10%
JWCA
138
J.W. Cole Advisors
Florida
$391K -$14.8K -306 -4%
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$387K +$27.6K +572 +8%
CC
140
Copperleaf Capital
North Carolina
$365K -$6.7K -139 -2%
AL
141
Aspiriant LLC
California
$363K
SW
142
Simplicity Wealth
New Jersey
$355K -$25.5K -528 -7%
BI
143
Beckerman Institutional
New Jersey
$343K +$341K +7,064 New
FWP
144
Firethorn Wealth Partners
Georgia
$337K -$70.7K -1,467 -17%
BP
145
BWM Planning
Texas
$324K +$322K +6,673 New
RLIM
146
Red Lighthouse Investment Management
New York
$324K +$14.3K +296 +5%
AWA
147
Acorn Wealth Advisors
Michigan
$318K +$316K +6,545 New
AFS
148
Annapolis Financial Services
Maryland
$316K
MWP
149
Meredith Wealth Planning
Illinois
$300K +$66.5K +1,378 +29%
AIP
150
Ameritas Investment Partners
Nebraska
$294K +$292K +6,060 New