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icono de DFCA

Dimensional California Municipal Bond ETF
DFCA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
USD 385 M +USD 32.6 M +650,418 +9%
CC
2
Citrine Capital
California
USD 50.3 M +USD 10.7 M +214,230 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 21.6 M -USD 30.7 M -613,293 -59%
Savvy Advisors Inc
4
Savvy Advisors Inc
New York
USD 9.6 M +USD 710 k +14,175 +8%
EWM
5
Elmwood Wealth Management
California
USD 6.24 M +USD 329 k +6,579 +6%
ODA
6
One Degree Advisors
California
USD 6.14 M +USD 224 k +4,465 +4%
SRCM
7
Signature Resources Capital Management
California
USD 5.5 M -USD 121 k -2,421 -2%
One Capital Management
8
One Capital Management
California
USD 3.61 M – – –
TWM
9
TriaGen Wealth Management
California
USD 3.57 M +USD 255 k +5,084 +8%
Vise Technologies
10
Vise Technologies
New York
USD 3.44 M +USD 716 k +14,296 +26%
Root Financial Partners
11
Root Financial Partners
California
USD 3.21 M -USD 416 k -8,300 -11%
Integrated Wealth Concepts
12
Integrated Wealth Concepts
Massachusetts
USD 2.69 M +USD 114 k +2,276 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 2.49 M +USD 318 k +6,361 +15%
Three Arch Wealth Management
14
Three Arch Wealth Management
California
USD 2.39 M +USD 2.38 M +47,602 Nuevas
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 1.49 M +USD 43 k +859 +3%
FF
16
Foundry Financial
California
USD 1.48 M -USD 74 k -1,479 -5%
Savant Capital
17
Savant Capital
Illinois
USD 1.36 M +USD 7.71 k +154 +0.6%
Laird Norton Wetherby Trust Company
18
Laird Norton Wetherby Trust Company
Washington
USD 1.33 M +USD 1.33 M +26,500 Nuevas
Osaic Holdings
19
Osaic Holdings
Arizona
USD 1.3 M +USD 234 k +4,670 +22%
Parallel Advisors
20
Parallel Advisors
California
USD 1.29 M +USD 326 k +6,516 +34%
MW
21
Marrick Wealth
California
USD 1.28 M +USD 78.5 k +1,567 +7%
NA
22
Nautilus Advisors
California
USD 1.21 M +USD 35.5 k +709 +3%
LPL Financial
23
LPL Financial
California
USD 1.18 M +USD 46.9 k +936 +4%
Elequin Capital
24
Elequin Capital
New York
USD 1.14 M +USD 1.13 M +22,667 Nuevas
Lodestar Private Asset Management
25
Lodestar Private Asset Management
California
USD 1.11 M -USD 35.3 k -706 -3%
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