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Dimensional California Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scratch Capital
Idaho
$927K +$250K +4,985 +37%
WAS
27
WESPAC Advisors SoCal
California
$916K +$144K +2,879 +19%
BEW
28
Burton Enright Welch
California
$911K +$138K +2,753 +18%
PFG
29
Prospect Financial Group
Virginia
$909K -$13K -259 -1%
RIP
30
RAM Investment Partners
Washington
$793K +$326K +6,515 +70%
SCM
31
SB Capital Management
California
$737K +$737K +14,714 New
TLFA
32
True Link Financial Advisors
California
$667K
Raymond James Financial
33
Raymond James Financial
Florida
$661K +$661K +13,195 New
JP Morgan Chase
34
JP Morgan Chase
New York
$607K -$483K -9,654 -44%
FFG
35
Fiduciary Financial Group
California
$521K
PCA
36
Pallas Capital Advisors
Massachusetts
$501K
Citadel Advisors
37
Citadel Advisors
Florida
$482K +$482K +9,619 New
PA
38
Parallel Advisors
California
$472K
IFG
39
Independent Financial Group
California
$461K
RLIM
40
Red Lighthouse Investment Management
New York
$454K +$80.1K +1,600 +21%
RWA
41
Roberts Wealth Advisors
California
$423K
AC
42
Apella Capital
Connecticut
$370K +$106K +2,114 +40%
FFA
43
Farther Finance Advisors
California
$353K +$282K +5,637 +401%
BCM
44
Brookstone Capital Management
Illinois
$350K +$134K +2,679 +62%
HWMG
45
Hurlow Wealth Management Group
Indiana
$349K
TIM
46
Tortoise Investment Management
New York
$330K -$60.2K -1,202 -15%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$330K
FA
48
Fermata Advisors
California
$312K +$2.65K +53 +0.9%
KFS
49
Kaizen Financial Strategies
California
$296K +$56.8K +1,134 +24%
JWM
50
Johnson Wealth Management
North Dakota
$293K +$4.51K +90 +2%