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Dimensional California Municipal Bond ETF
DFCA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SC
26
Scratch Capital
Idaho
US$ 1,02 mi +US$ 39,4 mil +786 +4%
Burton Enright Welch
27
Burton Enright Welch
California
US$ 996 mil +US$ 74,9 mil +1.496 +8%
Mariner
28
Mariner
Kansas
US$ 901 mil -US$ 866 mil -17.303 -49%
PFG
29
Prospect Financial Group
Virginia
US$ 901 mil -US$ 150 -3 -0%
RAM Investment Partners
30
RAM Investment Partners
Washington
US$ 855 mil -US$ 13,8 mil -275 -2%
Raymond James Financial
31
Raymond James Financial
Florida
US$ 849 mil +US$ 187 mil +3.733 +28%
Beacon Pointe Advisors
32
Beacon Pointe Advisors
California
US$ 705 mil +US$ 703 mil +14.046 Nova
JP Morgan Chase
33
JP Morgan Chase
New York
US$ 674 mil +US$ 126 mil +2.517 +23%
True Link Financial Advisors
34
True Link Financial Advisors
California
US$ 668 mil – – –
Private Advisor Group
35
Private Advisor Group
New Jersey
US$ 643 mil +US$ 641 mil +12.806 Nova
Concurrent Investment Advisors
36
Concurrent Investment Advisors
Florida
US$ 616 mil -US$ 34,3 mil -686 -5%
Seeds Investor
37
Seeds Investor
New York
US$ 583 mil +US$ 330 mil +6.596 +132%
RLIM
38
Red Lighthouse Investment Management
New York
US$ 556 mil +US$ 101 mil +2.015 +22%
PWM
39
Parkshore Wealth Management
California
US$ 553 mil -US$ 525 mil -10.489 -49%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
US$ 548 mil +US$ 217 mil +4.337 +66%
RVW Wealth
41
RVW Wealth
California
US$ 537 mil -US$ 146 mil -2.916 -21%
Apella Capital
42
Apella Capital
Connecticut
US$ 530 mil +US$ 66,4 mil +1.327 +14%
Fiduciary Financial Group
43
Fiduciary Financial Group
California
US$ 522 mil – – –
VFG
44
V2 Financial group
Illinois
US$ 522 mil +US$ 22,7 mil +454 +5%
Tortoise Investment Management
45
Tortoise Investment Management
New York
US$ 461 mil +US$ 130 mil +2.600 +39%
VWA
46
Vistica Wealth Advisors
California
US$ 415 mil +US$ 415 mil +8.280 Nova
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
US$ 404 mil +US$ 131 mil +2.611 +48%
FWM
48
FMB Wealth Management
California
US$ 403 mil +US$ 403 mil +8.041 Nova
WAS
49
WESPAC Advisors SoCal
California
US$ 376 mil -US$ 354 mil -7.075 -49%
FCA
50
FLC Capital Advisors
California
US$ 357 mil +US$ 110 mil +2.200 +45%
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