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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
151
Envision Financial Planning
Tennessee
$289K +$3.67K +76 +1%
CT
152
Colonial Trust
South Carolina
$287K
CCMI
153
Creative Capital Management Investments
California
$286K +$157K +3,266 +124%
AQR Capital Management
154
AQR Capital Management
Connecticut
$284K +$283K +5,859 New
SWM
155
Sterling Wealth Management
Illinois
$284K +$282K +5,856 New
DPI
156
Diversified Portfolios Inc
Michigan
$276K -$90.9K -1,885 -25%
Creative Planning
157
Creative Planning
Kansas
$274K +$3.38K +70 +1%
KWM
158
KFG Wealth Management
Indiana
$270K -$6.51K -135 -2%
Comerica Bank
159
Comerica Bank
Texas
$263K
CAG
160
Csenge Advisory Group
Florida
$261K +$261K +5,402 New
SPC
161
Sigma Planning Corp
Michigan
$253K -$14.3K -297 -5%
SWM
162
Seaside Wealth Management
California
$251K +$1.64K +34 +0.7%
OMC
163
Old Mission Capital
Illinois
$247K +$245K +5,081 New
CCFM
164
Clear Creek Financial Management
Washington
$245K
SWM
165
SeaCrest Wealth Management
New York
$242K
FFA
166
Farther Finance Advisors
California
$240K +$239K +4,951 New
RFP
167
Root Financial Partners
California
$240K +$238K +4,940 New
JC
168
Jentner Corp
Ohio
$236K +$235K +4,870 New
CA
169
Claris Advisors
Missouri
$236K +$13K +269 +6%
BCG
170
Breakwater Capital Group
New Jersey
$227K +$9.69K +201 +4%
CL
171
Choreo LLC
Illinois
$224K
BOSSRA
172
B.O.S.S. Retirement Advisors
Utah
$219K +$217K +4,509 New
AFA
173
Alpha Financial Advisors
North Carolina
$204K
MFWP
174
Mosaic Family Wealth Partners
Missouri
$201K +$200K +4,139 New
DWM
175
Dopkins Wealth Management
New York
$200K +$198K +4,112 New