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Dimensional California Municipal Bond ETF

56 hedge funds and large institutions have $404M invested in Dimensional California Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$261M
HighTower Advisors
2
HighTower Advisors
Illinois
$48.3M
CC
3
Citrine Capital
California
$35.7M
SAI
4
Savvy Advisors Inc
New York
$8.17M
ODA
5
One Degree Advisors
California
$5.51M
SRCM
6
Signature Resources Capital Management
California
$4.93M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.01M
EWM
8
Elmwood Wealth Management
California
$3.13M
RFP
9
Root Financial Partners
California
$2.61M
TWM
10
TriaGen Wealth Management
California
$2.38M
OCM
11
One Capital Management
California
$2.34M
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.28M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.18M
SC
14
Savant Capital
Illinois
$1.32M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.3M
LPAM
16
Lodestar Private Asset Management
California
$1.09M
JP Morgan Chase
17
JP Morgan Chase
New York
$1.09M
LPL Financial
18
LPL Financial
California
$1.07M
Osaic Holdings
19
Osaic Holdings
Arizona
$1.05M
OMC
20
Old Mission Capital
Illinois
$952K
PFG
21
Prospect Financial Group
Virginia
$917K
PWM
22
Parkshore Wealth Management
California
$882K
Mariner
23
Mariner
Kansas
$863K
WAS
24
WESPAC Advisors SoCal
California
$768K
WCWM
25
Willow Creek Wealth Management
California
$695K