We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
201
Aptus Capital Advisors
Alabama
$356K +$32.4K +685 +10%
IA
202
IFG Advisory
Georgia
$352K +$5.1K +108 +1%
RFP
203
Root Financial Partners
California
$350K +$105K +2,221 +43%
MT
204
Midwest Trust
Kansas
$345K +$343K +7,264 New
OA
205
Oceanside Advisors
South Carolina
$314K +$6K +127 +2%
EFP
206
Envision Financial Planning
Tennessee
$310K -$5.25K -111 -2%
SWM
207
Seaside Wealth Management
California
$297K +$47.9K +1,013 +19%
AIP
208
Ameritas Investment Partners
Nebraska
$294K +$2.13K +45 +0.7%
RLIM
209
Red Lighthouse Investment Management
New York
$291K -$11.2K -236 -4%
TFP
210
Triune Financial Partners
Kansas
$284K -$116K -2,455 -29%
VPF
211
Vantage Point Financial
Illinois
$282K +$1.28K +27 +0.5%
CT
212
Colonial Trust
South Carolina
$281K +$2.93K +62 +1%
LFA
213
Level Financial Advisors
New York
$274K +$273K +5,775 New
CAG
214
Csenge Advisory Group
Florida
$271K +$17.7K +374 +7%
KWM
215
KFG Wealth Management
Indiana
$265K +$425 +9 +0.2%
EH
216
Equitable Holdings
New York
$255K +$254K +5,370 New
CA
217
Clune & Associates
Illinois
$252K
HA
218
Hanover Advisors
South Carolina
$250K +$249K +5,267 New
BP
219
BWM Planning
Texas
$240K -$84.7K -1,792 -26%
SWM
220
SeaCrest Wealth Management
New York
$236K
CCMI
221
Creative Capital Management Investments
California
$210K -$24.8K -525 -11%
Raymond James Financial
222
Raymond James Financial
Florida
$202K +$202K +4,269 New
NWM
223
Navigoe Wealth Management
California
$193K
MWA
224
Medallion Wealth Advisors
Connecticut
$125K -$6.66K -141 -5%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$99.7K -$180K -3,800 -64%