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icono de DFCA

Dimensional California Municipal Bond ETF
DFCA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Scratch Capital
26
Scratch Capital
Idaho
USD 1.02 M +USD 39.4 k +786 +4%
Burton Enright Welch
27
Burton Enright Welch
California
USD 996 k +USD 74.9 k +1,496 +8%
Mariner
28
Mariner
Kansas
USD 901 k -USD 866 k -17,303 -49%
Prospect Financial Group
29
Prospect Financial Group
Virginia
USD 901 k -USD 150 -3 -0%
RAM Investment Partners
30
RAM Investment Partners
Washington
USD 855 k -USD 13.8 k -275 -2%
Raymond James Financial
31
Raymond James Financial
Florida
USD 849 k +USD 187 k +3,733 +28%
Beacon Pointe Advisors
32
Beacon Pointe Advisors
California
USD 705 k +USD 703 k +14,046 Nuevas
JP Morgan Chase
33
JP Morgan Chase
New York
USD 674 k +USD 126 k +2,517 +23%
True Link Financial Advisors
34
True Link Financial Advisors
California
USD 668 k – – –
Private Advisor Group
35
Private Advisor Group
New Jersey
USD 643 k +USD 641 k +12,806 Nuevas
Concurrent Investment Advisors
36
Concurrent Investment Advisors
Florida
USD 616 k -USD 34.3 k -686 -5%
Seeds Investor
37
Seeds Investor
New York
USD 583 k +USD 330 k +6,596 +132%
Red Lighthouse Investment Management
38
Red Lighthouse Investment Management
New York
USD 556 k +USD 101 k +2,015 +22%
Parkshore Wealth Management
39
Parkshore Wealth Management
California
USD 553 k -USD 525 k -10,489 -49%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
USD 548 k +USD 217 k +4,337 +66%
RVW Wealth
41
RVW Wealth
California
USD 537 k -USD 146 k -2,916 -21%
Apella Capital
42
Apella Capital
Connecticut
USD 530 k +USD 66.4 k +1,327 +14%
Fiduciary Financial Group
43
Fiduciary Financial Group
California
USD 522 k – – –
VFG
44
V2 Financial group
Illinois
USD 522 k +USD 22.7 k +454 +5%
Tortoise Investment Management
45
Tortoise Investment Management
New York
USD 461 k +USD 130 k +2,600 +39%
Vistica Wealth Advisors
46
Vistica Wealth Advisors
California
USD 415 k +USD 415 k +8,280 Nuevas
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
USD 404 k +USD 131 k +2,611 +48%
FMB Wealth Management
48
FMB Wealth Management
California
USD 403 k +USD 403 k +8,041 Nuevas
WESPAC Advisors SoCal
49
WESPAC Advisors SoCal
California
USD 376 k -USD 354 k -7,075 -49%
FCA
50
FLC Capital Advisors
California
USD 357 k +USD 110 k +2,200 +45%
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