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ícone de DFCA

Dimensional California Municipal Bond ETF
DFCA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Parkwoods Wealth Partners
51
Parkwoods Wealth Partners
New York
US$ 352 mil +US$ 111 mil +2.215 +46%
Hurlow Wealth Management Group
52
Hurlow Wealth Management Group
Indiana
US$ 350 mil – – –
Shore Point Advisors
53
Shore Point Advisors
New Jersey
US$ 330 mil +US$ 2,15 mil +43 +0,7%
Roberts Wealth Advisors
54
Roberts Wealth Advisors
California
US$ 322 mil -US$ 107 mil -2.140 -25%
Seaside Wealth Management
55
Seaside Wealth Management
California
US$ 318 mil +US$ 318 mil +6.343 Nova
Fermata Advisors
56
Fermata Advisors
California
US$ 316 mil +US$ 2,05 mil +41 +0,7%
Gradient Capital Advisors
57
Gradient Capital Advisors
California
US$ 314 mil +US$ 43,5 mil +868 +16%
Farther Finance Advisors
58
Farther Finance Advisors
California
US$ 313 mil -US$ 35,2 mil -704 -10%
JWM
59
Johnson Wealth Management
North Dakota
US$ 309 mil – – –
Brookstone Capital Management
60
Brookstone Capital Management
Illinois
US$ 301 mil – – –
Henrickson Nauta Wealth Advisors
61
Henrickson Nauta Wealth Advisors
Michigan
US$ 300 mil – – –
Birch Financial Group
62
Birch Financial Group
New Hampshire
US$ 279 mil +US$ 74,8 mil +1.494 +37%
Corient Private Wealth
63
Corient Private Wealth
Florida
US$ 261 mil – – –
Kaizen Financial Strategies
64
Kaizen Financial Strategies
California
US$ 259 mil +US$ 14,3 mil +285 +6%
Two West Capital Advisors
65
Two West Capital Advisors
Kansas
US$ 248 mil – – –
Wheels Up Wealth
66
Wheels Up Wealth
California
US$ 246 mil – – –
Old Mission Capital
67
Old Mission Capital
Illinois
US$ 245 mil +US$ 245 mil +4.890 Nova
Shearwater Capital
68
Shearwater Capital
Colorado
US$ 236 mil +US$ 26,2 mil +523 +12%
Jane Street
69
Jane Street
New York
US$ 234 mil -US$ 2,37 mi -47.279 -91%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
US$ 233 mil +US$ 1,5 mil +30 +0,6%
Pure Financial Advisors
71
Pure Financial Advisors
California
US$ 229 mil -US$ 1,1 mil -22 -0,5%
Aspen Capital Management
72
Aspen Capital Management
Idaho
US$ 227 mil +US$ 227 mil +4.529 Nova
First National Bank Sioux Falls
73
First National Bank Sioux Falls
South Dakota
US$ 208 mil – – –
EP Wealth Advisors
74
EP Wealth Advisors
California
US$ 176 mil +US$ 176 mil +3.506 Nova
3 Factor Indexing
75
3 Factor Indexing
California
US$ 170 mil +US$ 169 mil +3.380 Nova
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