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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
Pacific Asset Management
Washington
$1.12M +$239K +4,935 +27%
IA
152
IFP Advisors
Florida
$1.12M +$1.84K +38 +0.2%
TFP
153
Triune Financial Partners
Kansas
$1.11M +$251K +5,176 +29%
Jane Street
154
Jane Street
New York
$1.09M +$307K +6,343 +39%
CA
155
Claris Advisors
Missouri
$1.09M +$207K +4,274 +23%
BCM
156
Blume Capital Management
California
$1.09M
IAG
157
Investmark Advisory Group
Connecticut
$1.07M
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$1.02M +$1.03M +21,351 New
BPA
159
Beacon Pointe Advisors
California
$1M +$339K +6,989 +50%
AA
160
ArborFi Advisors
Michigan
$995K +$141K +2,916 +16%
PFM
161
Phillips Financial Management
Indiana
$986K
CPW
162
Cogent Private Wealth
Florida
$957K +$75.7K +1,562 +8%
KAM
163
KEB Asset Management
Illinois
$952K +$44.6K +920 +5%
SWA
164
Sterling Wealth Advisors
Florida
$925K +$31.1K +641 +3%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$896K -$3.54K -73 -0.4%
PWP
166
Ponta Wealth Partners
Florida
$883K +$514K +10,603 +135%
SIAG
167
Safeguard Investment Advisory Group
California
$883K +$23.9K +494 +3%
AWMM
168
Aegis Wealth Management (Maryland)
Maryland
$858K +$82.4K +1,700 +10%
RGC
169
Roberts, Glore & Co
Illinois
$850K
JWM
170
JP Wealth Management
South Carolina
$809K
PIFP
171
Partners in Financial Planning
Virginia
$765K +$773K +15,960 New
FPI
172
Financial Plan Inc
Washington
$755K -$84.3K -1,739 -10%
CBT
173
Crews Bank & Trust
Florida
$752K -$1.65K -34 -0.2%
CSW
174
Cogent Strategic Wealth
Illinois
$751K +$207K +4,274 +37%
P
175
&Partners
Tennessee
$738K +$746K +15,402 New