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ícone de DFCA

Dimensional California Municipal Bond ETF
DFCA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
US$ 385 mi +US$ 32,6 mi +650.418 +9%
CC
2
Citrine Capital
California
US$ 50,3 mi +US$ 10,7 mi +214.230 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
US$ 21,6 mi -US$ 30,7 mi -613.293 -59%
Savvy Advisors Inc
4
Savvy Advisors Inc
New York
US$ 9,6 mi +US$ 710 mil +14.175 +8%
EWM
5
Elmwood Wealth Management
California
US$ 6,24 mi +US$ 329 mil +6.579 +6%
ODA
6
One Degree Advisors
California
US$ 6,14 mi +US$ 224 mil +4.465 +4%
SRCM
7
Signature Resources Capital Management
California
US$ 5,5 mi -US$ 121 mil -2.421 -2%
One Capital Management
8
One Capital Management
California
US$ 3,61 mi – – –
TWM
9
TriaGen Wealth Management
California
US$ 3,57 mi +US$ 255 mil +5.084 +8%
Vise Technologies
10
Vise Technologies
New York
US$ 3,44 mi +US$ 716 mil +14.296 +26%
Root Financial Partners
11
Root Financial Partners
California
US$ 3,21 mi -US$ 416 mil -8.300 -11%
Integrated Wealth Concepts
12
Integrated Wealth Concepts
Massachusetts
US$ 2,69 mi +US$ 114 mil +2.276 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
US$ 2,49 mi +US$ 318 mil +6.361 +15%
Three Arch Wealth Management
14
Three Arch Wealth Management
California
US$ 2,39 mi +US$ 2,38 mi +47.602 Nova
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
US$ 1,49 mi +US$ 43 mil +859 +3%
FF
16
Foundry Financial
California
US$ 1,48 mi -US$ 74 mil -1.479 -5%
Savant Capital
17
Savant Capital
Illinois
US$ 1,36 mi +US$ 7,71 mil +154 +0,6%
Laird Norton Wetherby Trust Company
18
Laird Norton Wetherby Trust Company
Washington
US$ 1,33 mi +US$ 1,33 mi +26.500 Nova
Osaic Holdings
19
Osaic Holdings
Arizona
US$ 1,3 mi +US$ 234 mil +4.670 +22%
Parallel Advisors
20
Parallel Advisors
California
US$ 1,29 mi +US$ 326 mil +6.516 +34%
MW
21
Marrick Wealth
California
US$ 1,28 mi +US$ 78,5 mil +1.567 +7%
NA
22
Nautilus Advisors
California
US$ 1,21 mi +US$ 35,5 mil +709 +3%
LPL Financial
23
LPL Financial
California
US$ 1,18 mi +US$ 46,9 mil +936 +4%
Elequin Capital
24
Elequin Capital
New York
US$ 1,14 mi +US$ 1,13 mi +22.667 Nova
Lodestar Private Asset Management
25
Lodestar Private Asset Management
California
US$ 1,11 mi -US$ 35,3 mil -706 -3%
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