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icono de DFCA

Dimensional California Municipal Bond ETF
DFCA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Parkwoods Wealth Partners
51
Parkwoods Wealth Partners
New York
USD 352 k +USD 111 k +2,215 +46%
Hurlow Wealth Management Group
52
Hurlow Wealth Management Group
Indiana
USD 350 k – – –
Shore Point Advisors
53
Shore Point Advisors
New Jersey
USD 330 k +USD 2.15 k +43 +0.7%
Roberts Wealth Advisors
54
Roberts Wealth Advisors
California
USD 322 k -USD 107 k -2,140 -25%
Seaside Wealth Management
55
Seaside Wealth Management
California
USD 318 k +USD 318 k +6,343 Nuevas
Fermata Advisors
56
Fermata Advisors
California
USD 316 k +USD 2.05 k +41 +0.7%
Gradient Capital Advisors
57
Gradient Capital Advisors
California
USD 314 k +USD 43.5 k +868 +16%
Farther Finance Advisors
58
Farther Finance Advisors
California
USD 313 k -USD 35.2 k -704 -10%
JWM
59
Johnson Wealth Management
North Dakota
USD 309 k – – –
Brookstone Capital Management
60
Brookstone Capital Management
Illinois
USD 301 k – – –
Henrickson Nauta Wealth Advisors
61
Henrickson Nauta Wealth Advisors
Michigan
USD 300 k – – –
Birch Financial Group
62
Birch Financial Group
New Hampshire
USD 279 k +USD 74.8 k +1,494 +37%
Corient Private Wealth
63
Corient Private Wealth
Florida
USD 261 k – – –
Kaizen Financial Strategies
64
Kaizen Financial Strategies
California
USD 259 k +USD 14.3 k +285 +6%
Two West Capital Advisors
65
Two West Capital Advisors
Kansas
USD 248 k – – –
Wheels Up Wealth
66
Wheels Up Wealth
California
USD 246 k – – –
Old Mission Capital
67
Old Mission Capital
Illinois
USD 245 k +USD 245 k +4,890 Nuevas
Shearwater Capital
68
Shearwater Capital
Colorado
USD 236 k +USD 26.2 k +523 +12%
Jane Street
69
Jane Street
New York
USD 234 k -USD 2.37 M -47,279 -91%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
USD 233 k +USD 1.5 k +30 +0.6%
Pure Financial Advisors
71
Pure Financial Advisors
California
USD 229 k -USD 1.1 k -22 -0.5%
Aspen Capital Management
72
Aspen Capital Management
Idaho
USD 227 k +USD 227 k +4,529 Nuevas
First National Bank Sioux Falls
73
First National Bank Sioux Falls
South Dakota
USD 208 k – – –
EP Wealth Advisors
74
EP Wealth Advisors
California
USD 176 k +USD 176 k +3,506 Nuevas
3 Factor Indexing
75
3 Factor Indexing
California
USD 170 k +USD 169 k +3,380 Nuevas
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