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Dimensional National Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Alan Bewley United Wealth Management LLC | 138,321 | $6.61M | $6.47M | -$147,230.24 | -2.23% |
 SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 36,592 | $1.75M | $1.71M | -$41,165.54 | -2.35% |
 Navigoe LLC Navigoe LLC | 4,309 | $205,877.25 | $201,208.75 | -$4,668.5 | -2.27% |
 Note Advisors LLC Note Advisors LLC | 61,502 | $2.94M | $2.87M | -$69,981.52 | -2.38% |
 Rossby Financial LLC Rossby Financial LLC | 671 | $32,205.12 | $31,342.41 | -$862.71 | -2.68% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 412 | $19,682 | $19,242.46 | -$439.54 | -2.23% |
| KV Katherine Vessenes Vestment Financial LLC | 402,565 | $19.21M | $18.81M | -$400,517.51 | -2.08% |
 Hartmann Taylor Wealth Management LLC Hartmann Taylor Wealth Management LLC | 37,250 | $1.77M | $1.74M | -$32,035.36 | -1.81% |
 Timothy Dwight SpringVest Wealth Management LLC | 13,458 | $644,066.07 | $628,488.6 | -$15,577.47 | -2.42% |
 Binnacle Investments Inc. Binnacle Investments Inc. | 11,053 | $525,676.26 | $516,175.1 | -$9,501.16 | -1.81% |
 Matthew Chester Tableaux LLC | 8,702 | $417,086.79 | $406,470.42 | -$10,616.37 | -2.55% |
 HFM Investment Advisors LLC HFM Investment Advisors LLC | 428,712 | $20.45M | $20.04M | -$413,229.65 | -2.02% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 42,764 | $2.05M | $2M | -$52,546.97 | -2.56% |
 Jon Lewis Midwest Trust Co | 6,769 | $321,054.12 | $316,078.45 | -$4,975.67 | -1.55% |
 Molly Wheeler Burk Holdings LLC | 11,011 | $527,296.44 | $514,323.81 | -$12,972.63 | -2.46% |
 Birch Financial Group LLC Birch Financial Group LLC | 5,133 | $248,085 | $239,736.76 | -$8,348.24 | -3.37% |
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