We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
151
DecisionPoint Financial
Arizona
$482K
WCM
152
Warburton Capital Management
Oklahoma
$471K +$475K +9,871 New
Betterment LLC
153
Betterment LLC
New York
$462K +$30.4K +632 +7%
BWG
154
Beta Wealth Group
California
$458K +$23.7K +493 +5%
BH
155
Burk Holdings
Oklahoma
$458K +$461K +9,584 New
GOCP
156
Great Oak Capital Partners
Massachusetts
$453K +$4.24K +88 +0.9%
MWG
157
Martin Worley Group
Utah
$453K +$456K +9,481 New
WP
158
Wealthspan Partners
Iowa
$444K
LWM
159
LJI Wealth Management
Indiana
$436K +$14.4K +300 +3%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$431K -$72.1K -1,499 -14%
Morgan Stanley
161
Morgan Stanley
New York
$422K -$101K -2,099 -19%
BI
162
Beckerman Institutional
New Jersey
$421K +$84.1K +1,747 +25%
RFP
163
RCS Financial Planning
Maryland
$419K +$5.63K +117 +1%
XPN
164
XY Planning Network
Montana
$412K +$415K +8,615 New
CC
165
Copperleaf Capital
North Carolina
$408K +$49.2K +1,022 +14%
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$408K +$27.6K +574 +7%
TFP
167
Triune Financial Partners
Kansas
$401K -$139K -2,897 -26%
JWCA
168
J.W. Cole Advisors
Florida
$396K +$11.5K +240 +3%
PAM
169
Pacific Asset Management
Washington
$385K +$388K +8,059 New
ME
170
McIlrath & Eck
Washington
$367K -$85.8K -1,783 -19%
FCI
171
Financial Counselors Inc
Kansas
$364K +$367K +7,622 New
AL
172
Aspiriant LLC
California
$358K
BP
173
BWM Planning
Texas
$353K +$34.5K +717 +11%
FWP
174
Firethorn Wealth Partners
Georgia
$328K -$3.08K -64 -0.9%
AA
175
ArborFi Advisors
Michigan
$327K +$329K +6,847 New