We are live on ! Find out more
DFCA icon

Dimensional California Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$955K +$490K +9,729 +103%
BEW
27
Burton Enright Welch
California
$914K +$7.71K +153 +0.8%
Citadel Advisors
28
Citadel Advisors
Florida
$904K +$429K +8,525 +89%
PFG
29
Prospect Financial Group
Virginia
$895K -$9.06K -180 -1%
RIP
30
RAM Investment Partners
Washington
$863K +$74.2K +1,473 +9%
WAS
31
WESPAC Advisors SoCal
California
$726K -$187K -3,718 -20%
RW
32
RVW Wealth
California
$679K +$686K +13,627 New
TLFA
33
True Link Financial Advisors
California
$664K
Raymond James Financial
34
Raymond James Financial
Florida
$658K
CIA
35
Concurrent Investment Advisors
Florida
$646K +$652K +12,952 New
JP Morgan Chase
36
JP Morgan Chase
New York
$544K -$60.4K -1,200 -10%
FFG
37
Fiduciary Financial Group
California
$518K
VFG
38
V2 Financial group
Illinois
$496K +$501K +9,940 New
AC
39
Apella Capital
Connecticut
$465K +$93.8K +1,863 +25%
RLIM
40
Red Lighthouse Investment Management
New York
$452K
RWA
41
Roberts Wealth Advisors
California
$426K +$5.64K +112 +1%
HWMG
42
Hurlow Wealth Management Group
Indiana
$347K
FFA
43
Farther Finance Advisors
California
$346K -$5.04K -100 -1%
TIM
44
Tortoise Investment Management
New York
$329K
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$328K
SPA
46
Shore Point Advisors
New Jersey
$326K +$51.2K +1,017 +18%
FA
47
Fermata Advisors
California
$312K +$1.71K +34 +0.5%
JWM
48
Johnson Wealth Management
North Dakota
$307K +$15.6K +310 +5%
BCM
49
Brookstone Capital Management
Illinois
$299K -$49.7K -986 -14%
HNWA
50
Henrickson Nauta Wealth Advisors
Michigan
$298K +$301K +5,970 New