Dimensional Fund Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Dimensional Fund Advisors’s Portfolio DFCA Stock Details DFCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-200,000	Closed	-$10K	–	3477
2023 Q2	$10K	Buy	+200,000	New	+$10M	﹤0.01%	3473

Other funds holding DFCA

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Dimensional Fund Advisors's DFCA Position: Q3 2023 in Review

Dimensional Fund Advisors sold out of Dimensional California Municipal Bond ETF (DFCA) in Q3 2023, closing a stake of 200,000 shares — an estimated $10K sold.

Dimensional Fund Advisors first reported a position in DFCA in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 6 funds tracked by Wall St. Rank hold DFCA as of Q3 2023.

Dimensional Fund Advisors reported no remaining Dimensional California Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Dimensional Fund Advisors sold 200,000 Dimensional California Municipal Bond ETF shares in Q3 2023, an estimated $10K.
Dimensional Fund Advisors first reported a position in Dimensional California Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
Dimensional Fund Advisors's Dimensional California Municipal Bond ETF position peaked at $10K in Q2 2023.
6 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2023.

Based on Dimensional Fund Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.