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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 | $10.26M | -$32,386.74 | -0.31% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 672,029 | $32.48M | $32.16M | -$322,572.18 | -0.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,841 | $88,239.13 | $88,073.44 | -$165.69 | -0.19% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 5,267 | $249,814 | $251,973.28 | $2,159.28 | 0.86% |
 Chris Williams Applied Capital LLC | 25,037 | $1.2M | $1.19M | -$7,016.84 | -0.58% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 80,292 | $3.84M | $3.83M | -$13,032.82 | -0.34% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.65M | $79.11M | $78.47M | -$641,113.17 | -0.81% |
 Bethany Wagner Level Financial Advisors | 5,775 | $273,908.25 | $275,178.75 | $1,270.5 | 0.46% |
 Joseph Castro Nuveen LLC | 7,845 | $379,189 | $375,422.47 | -$3,766.53 | -0.99% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 43,086 | $2.07M | $2.05M | -$13,904.57 | -0.67% |
 Spencer Rand Five Oceans Advisors | 8,605 | $413,670.51 | $410,028.25 | -$3,642.26 | -0.88% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 149,261 | $7.14M | $7.11M | -$30,797.62 | -0.43% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 710 | $33,978 | $33,831.5 | -$146.5 | -0.43% |
 Nancy Williamson Helen Stephens Group LLC | 75,033 | $3.59M | $3.58M | -$10,613.06 | -0.3% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 80,864 | $3.88M | $3.85M | -$26,600.67 | -0.69% |
| JPM Justin P. Mason Keb Asset Management LLC | 20,491 | $981,771.89 | $976,396.15 | -$5,375.74 | -0.55% |
 Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 4,741 | $229,156.24 | $225,908.65 | -$3,247.59 | -1.42% |
 J. Adam Causey Jackson Thornton Wealth Management LLC | 63,109 | $3.04M | $3.01M | -$31,674.96 | -1.04% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 247,398 | $11.84M | $11.79M | -$53,135.72 | -0.45% |
 Stanley D. Royer Claris Advisors LLC / Mo / | 25,201 | $1.21M | $1.2M | -$8,094.29 | -0.67% |
