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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
201
Anson Capital
Georgia
$381K
ACA
202
Aptus Capital Advisors
Alabama
$380K +$20.1K +422 +6%
IA
203
IFG Advisory
Georgia
$354K -$2.47K -52 -0.7%
SIS
204
Strategic Investment Solutions
Illinois
$344K -$178K -3,745 -34%
OA
205
Oceanside Advisors
South Carolina
$340K +$22.4K +472 +7%
MT
206
Midwest Trust
Kansas
$333K -$15.1K -318 -4%
GAG
207
GM Advisory Group
New York
$333K +$330K +6,940 New
VPF
208
Vantage Point Financial
Illinois
$332K +$46.3K +973 +16%
TA
209
TFB Advisors
Kansas
$325K +$321K +6,749 New
AIP
210
Ameritas Investment Partners
Nebraska
$300K +$2.19K +46 +0.7%
PFG
211
Pinnacle Financial Group
Illinois
$299K +$296K +6,230 New
RLIM
212
Red Lighthouse Investment Management
New York
$295K
SWM
213
Seaside Wealth Management
California
$281K -$18.7K -393 -6%
CT
214
Colonial Trust
South Carolina
$280K -$4.28K -90 -2%
LFA
215
Level Financial Advisors
New York
$277K
EFP
216
Envision Financial Planning
Tennessee
$276K -$36.7K -772 -12%
CCMI
217
Creative Capital Management Investments
California
$275K +$62.4K +1,311 +30%
CAG
218
Csenge Advisory Group
Florida
$273K -$1.52K -32 -0.6%
T
219
Tableaux
Massachusetts
$270K -$252K -5,308 -49%
KWM
220
KFG Wealth Management
Indiana
$269K +$1.28K +27 +0.5%
VCP
221
Verus Capital Partners
Arizona
$266K +$264K +5,544 New
CA
222
Clune & Associates
Illinois
$255K
HA
223
Hanover Advisors
South Carolina
$253K
OWA
224
Oak Wealth Advisors
Illinois
$238K -$763K -16,052 -76%
NWM
225
Navigoe Wealth Management
California
$195K