We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
Warburton Capital Management
Oklahoma
$1.05M +$595K +12,594 +131%
IAG
127
Investmark Advisory Group
Connecticut
$1.05M
PFM
128
Phillips Financial Management
Indiana
$1.01M -$727K -15,379 -42%
NWM
129
Northwest Wealth Management
Iowa
$1.01M -$213K -4,513 -18%
W
130
WPWealth
Texas
$997K +$91.9K +1,945 +10%
OWA
131
Oak Wealth Advisors
Illinois
$997K +$178K +3,772 +22%
RGC
132
Roberts, Glore & Co
Illinois
$977K
OCM
133
One Capital Management
California
$971K +$120K +2,545 +14%
SIAG
134
Safeguard Investment Advisory Group
California
$958K +$55.6K +1,176 +6%
SC
135
Savant Capital
Illinois
$954K -$24.9K -527 -3%
SC
136
Scratch Capital
Idaho
$939K -$223K -4,724 -19%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$937K +$934K +19,756 New
IWS
138
Integrity Wealth Solutions
Colorado
$919K -$315K -6,662 -26%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$913K -$554K -11,722 -38%
SWA
140
Sterling Wealth Advisors
Florida
$858K +$26.7K +564 +3%
NDWM
141
New Dimensions Wealth Management
Texas
$848K -$13.4K -283 -2%
CAM
142
CPA Asset Management
Florida
$843K -$604K -12,775 -42%
XPN
143
XY Planning Network
Montana
$838K +$356K +7,544 +74%
BBHC
144
Brown Brothers Harriman & Co
New York
$787K
PWM
145
Parkworth Wealth Management
California
$787K +$63.1K +1,335 +9%
DI
146
Disciplined Investments
Oklahoma
$727K
RCAG
147
Rehmann Capital Advisory Group
Michigan
$696K -$29.7K -629 -4%
AA
148
ArborFi Advisors
Michigan
$690K +$261K +5,525 +61%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$690K +$106K +2,243 +18%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$687K +$5.48K +116 +0.8%