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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
201
Burton Enright Welch
California
$488K -$23.9K -494 -5%
LPP
202
Life Planning Partners
Florida
$483K
MWM
203
Meridian Wealth Management
Kentucky
$481K
EIA
204
Eldridge Investment Advisors
New Hampshire
$474K -$6.4K -132 -1%
T
205
Tableaux
Massachusetts
$472K +$478K +9,856 New
FOA
206
Five Oceans Advisors
California
$461K
BI
207
Beckerman Institutional
New Jersey
$456K +$31K +639 +7%
WWWM
208
White Wing Wealth Management
Texas
$452K -$134K -2,774 -23%
DF
209
DecisionPoint Financial
Arizona
$448K
BWG
210
Beta Wealth Group
California
$446K +$3.44K +71 +0.8%
BH
211
Burk Holdings
Oklahoma
$443K +$8.09K +167 +2%
EWA
212
EverSource Wealth Advisors
Alabama
$442K
AWA
213
Acorn Wealth Advisors
Michigan
$427K +$126K +2,600 +41%
Morgan Stanley
214
Morgan Stanley
New York
$419K -$2.67K -55 -0.6%
VPF
215
Vantage Point Financial
Illinois
$413K +$71.9K +1,484 +21%
FIA
216
Foundations Investment Advisors
Arizona
$411K -$156K -3,209 -27%
CL
217
Choreo LLC
Illinois
$401K +$405K +8,364 New
LCWP
218
Legacy Capital Wealth Partners
Arkansas
$399K -$12.9K -266 -3%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$394K +$281K +5,794 +240%
ACA
220
Aptus Capital Advisors
Alabama
$392K +$15.2K +313 +4%
Royal Bank of Canada
221
Royal Bank of Canada
Ontario, Canada
$387K -$170K -3,513 -30%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$384K -$66K -1,363 -15%
MFG
223
Merit Financial Group
Georgia
$368K +$372K +7,673 New
OA
224
Oceanside Advisors
South Carolina
$367K -$8.04K -166 -2%
SAI
225
Savvy Advisors Inc
New York
$359K +$363K +7,487 New