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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
176
Burton Enright Welch
California
$510K -$8.23K -173 -2%
MWM
177
Meridian Wealth Management
Kentucky
$505K +$96.5K +2,028 +24%
Creative Planning
178
Creative Planning
Kansas
$504K +$1.52K +32 +0.3%
CA
179
Claris Advisors
Missouri
$488K
MFWP
180
Mosaic Family Wealth Partners
Missouri
$486K +$482K +10,130 New
LPP
181
Life Planning Partners
Florida
$486K +$107K +2,253 +29%
EIA
182
Eldridge Investment Advisors
New Hampshire
$483K +$2.62K +55 +0.5%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$478K -$59.6K -1,253 -11%
GJIA
184
Glass Jacobson Investment Advisors
Maryland
$478K +$53.5K +1,125 +13%
FOA
185
Five Oceans Advisors
California
$462K
TFP
186
Triune Financial Partners
Kansas
$453K +$164K +3,456 +58%
DF
187
DecisionPoint Financial
Arizona
$449K
DAS
188
Dynamic Advisor Solutions
Arizona
$448K -$33.3K -700 -7%
WWM
189
Western Wealth Management
Colorado
$447K -$60.6K -1,275 -12%
RFP
190
RCS Financial Planning
Maryland
$443K +$36.6K +769 +9%
EWA
191
EverSource Wealth Advisors
Alabama
$442K +$6.66K +140 +2%
BWG
192
Beta Wealth Group
California
$435K +$37K +778 +9%
JWM
193
JDH Wealth Management
California
$433K +$71.6K +1,505 +20%
VT
194
Vise Technologies
New York
$431K +$428K +8,992 New
CC
195
Copperleaf Capital
North Carolina
$430K +$36.8K +774 +9%
BI
196
Beckerman Institutional
New Jersey
$426K -$8.09K -170 -2%
Morgan Stanley
197
Morgan Stanley
New York
$422K
LCWP
198
Legacy Capital Wealth Partners
Arkansas
$411K +$11.6K +243 +3%
BH
199
Burk Holdings
Oklahoma
$403K -$7.8K -164 -2%
FIA
200
Foundations Investment Advisors
Arizona
$389K +$385K +8,098 New