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Dimensional California Municipal Bond ETF
DFCA

Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$187M +$22.4M +443,081 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$170M +$17.5M +345,416 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.3M +$18.2M +359,715 +8,484%
Jane Street
4
Jane Street
New York
$2.56M +$1.67M +33,007 +185%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.33M +$29K +574 +1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$1.07M +21,065 New
TWM
7
TriaGen Wealth Management
California
$743K +$498K +9,831 +200%
TLFA
8
True Link Financial Advisors
California
$590K +$592K +11,700 New
TIM
9
Tortoise Investment Management
New York
$566K +$69.8K +1,380 +14%
FWM
10
FMB Wealth Management
California
$561K +$49K +968 +10%
Corient Private Wealth
11
Corient Private Wealth
Florida
$540K +$27K +534 +5%
FNBSF
12
First National Bank Sioux Falls
South Dakota
$378K +$380K +7,500 New
CL
13
Choreo LLC
Illinois
$334K +$335K +6,626 New
RLIM
14
Red Lighthouse Investment Management
New York
$325K +$74.9K +1,481 +30%
RIP
15
RAM Investment Partners
Washington
$282K +$12K +237 +4%
BEW
16
Burton Enright Welch
California
$203K +$51 +1 +0%
JP Morgan Chase
17
JP Morgan Chase
New York
$183K +$183K +3,626 New
Osaic Holdings
18
Osaic Holdings
Arizona
$130K +$92.3K +1,824 +244%
SRCM
19
Signature Resources Capital Management
California
$122K – – –
AWM
20
Angeles Wealth Management
California
$101K +$101K +2,002 New
CBT
21
CoreFirst Bank & Trust
Kansas
$52K +$52.2K +1,032 New
IA
22
IFP Advisors
Florida
$50.6K – – –
UBS Group
23
UBS Group
Switzerland
$2.37K +$2.38K +47 New
BIA
24
Bell Investment Advisors
California
$1.27K – – –
PWM
25
Perigon Wealth Management
California
– -$406K -8,000 Closed
1
2