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Dimensional California Municipal Bond ETF

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