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Dimensional California Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$590K +$289K +5,882 +97%
FNBSF
27
First National Bank Sioux Falls
South Dakota
$466K -$125K -2,549 -21%
RWA
28
Roberts Wealth Advisors
California
$416K -$85.4K -1,738 -17%
RIP
29
RAM Investment Partners
Washington
$410K -$258K -5,258 -39%
BEW
30
Burton Enright Welch
California
$408K -$941K -19,149 -70%
RLIM
31
Red Lighthouse Investment Management
New York
$354K +$35.7K +726 +11%
TIM
32
Tortoise Investment Management
New York
$334K
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$325K +$324K +6,589 New
HWMG
34
Hurlow Wealth Management Group
Indiana
$323K +$323K +6,561 New
FA
35
Fermata Advisors
California
$302K +$301K +6,130 New
RCG
36
Regatta Capital Group
California
$268K +$268K +5,446 New
GCA
37
Gradient Capital Advisors
California
$265K +$265K +5,386 New
AWS
38
Atria Wealth Solutions
New York
$258K +$6.73K +137 +3%
Corient Private Wealth
39
Corient Private Wealth
Florida
$257K
KFS
40
Kaizen Financial Strategies
California
$232K +$232K +4,710 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$223K +$222K +4,522 New
Mariner
42
Mariner
Kansas
$218K +$218K +4,430 New
BFG
43
Birch Financial Group
New Hampshire
$200K +$200K +4,065 New
PWM
44
Parkworth Wealth Management
California
$167K +$1.23K +25 +0.7%
IA
45
IFP Advisors
Florida
$98.7K +$49.2K +1,000 +100%
LFG
46
Larson Financial Group
Missouri
$98.6K
NWM
47
Navigoe Wealth Management
California
$98K
FFA
48
Farther Finance Advisors
California
$69.2K
AF
49
Allworth Financial
California
$39.2K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$37K