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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
151
Wells Fargo
California
$62K +$62.2K +1,289 New
UBS Group
152
UBS Group
Switzerland
$48.8K +$48.9K +1,014 New
GRP
153
Global Retirement Partners
California
$46.2K
SRCM
154
Signature Resources Capital Management
California
$32.2K
IA
155
IFP Advisors
Florida
$30.1K
PA
156
Parallel Advisors
California
$22.2K +$22.3K +461 New
SIC
157
SJS Investment Consulting
Ohio
$21.8K -$50.2K -1,041 -70%
William Blair & Company
158
William Blair & Company
Illinois
$18.9K +$18.2K +377 +2,356%
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$16.4K
HR
160
Howe & Rusling
New York
$15.5K +$15.6K +323 New
AF
161
Advisornet Financial
Minnesota
$14.4K +$48 +1 +0.3%
CA
162
Clearstead Advisors
Ohio
$4.17K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$48 -$4.2K -87 -99%
FPAS
164
Focus Partners Advisor Solutions
Missouri
-$3.86M -79,589 Closed
BAM
165
Belpointe Asset Management
Nevada
-$850K -17,523 Closed
AC
166
Avestar Capital
New York
-$687K -14,154 Closed
AWM
167
AE Wealth Management
Kansas
-$395K -8,200 Closed
OMC
168
Old Mission Capital
Illinois
-$332K -6,837 Closed
IA
169
IFG Advisory
Georgia
-$252K -5,186 Closed
FTUS
170
Flow Traders U.S.
New York
-$234K -4,817 Closed
ASN
171
Advisory Services Network
Georgia
-$33.1K -683 Closed
RCM
172
Richardson Capital Management
Wisconsin
-$24.3K -500 Closed
PCM
173
Penserra Capital Management
California
-$7K -153 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
-$6.4K -132 Closed