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Dimensional National Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 215,251 | $10.29M | $10.06M | -$231,493.92 | -2.25% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 672,029 | $32.48M | $31.22M | -$1.27M | -3.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,841 | $88,239.13 | $85,514.45 | -$2,724.68 | -3.09% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 5,267 | $249,814 | $246,021.57 | -$3,792.43 | -1.52% |
 Chris Williams Applied Capital LLC | 25,037 | $1.2M | $1.17M | -$30,426.44 | -2.54% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 79,330 | $3.79M | $3.71M | -$85,465.85 | -2.25% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.65M | $79.11M | $76.95M | -$2.16M | -2.73% |
 Bethany Wagner Level Financial Advisors | 6,190 | $293,010.7 | $289,289.65 | -$3,721.05 | -1.27% |
 Joseph Castro Nuveen LLC | 7,845 | $379,189 | $364,400.25 | -$14,788.75 | -3.9% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 48,690 | $2.32M | $2.27M | -$52,057.96 | -2.24% |
 Spencer Rand Five Oceans Advisors | 8,605 | $413,670.51 | $402,154.67 | -$11,515.84 | -2.78% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 148,844 | $7.12M | $6.91M | -$209,343.7 | -2.94% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 710 | $33,978 | $33,164.1 | -$813.9 | -2.4% |
 Nancy Williamson Helen Stephens Group LLC | 42,511 | $2.04M | $1.99M | -$48,381.65 | -2.38% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 80,864 | $3.88M | $3.78M | -$100,995.55 | -2.6% |
| JPM Justin P. Mason Keb Asset Management LLC | 20,491 | $981,771.89 | $957,032.15 | -$24,739.74 | -2.52% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 4,741 | $229,156.24 | $221,452.11 | -$7,704.13 | -3.36% |
 J. Adam Causey Jackson Thornton Wealth Management LLC | 63,109 | $3.04M | $2.95M | -$92,890.69 | -3.06% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 247,398 | $11.84M | $11.56M | -$280,741.88 | -2.37% |
 Stanley D. Royer Claris Advisors LLC / Mo / | 25,201 | $1.21M | $1.18M | -$32,035.24 | -2.65% |
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