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Dimensional California Municipal Bond ETF

52 hedge funds and large institutions have $576M invested in Dimensional California Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$234M 4,740,194 +316,227 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$221M 4,478,533 +277,036 +7%
HighTower Advisors
3
HighTower Advisors
Illinois
$41.6M 844,422 +47,778 +6%
CC
4
Citrine Capital
California
$34.1M 691,179 +49,095 +8%
SRCM
5
Signature Resources Capital Management
California
$4.79M 97,140 +68,141 +235%
ODA
6
One Degree Advisors
California
$4.69M 95,156 -2,569 -3%
CFO
7
Callan Family Office
Pennsylvania
$4.27M 86,700
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$3.26M 66,137 +409 +0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.69M 54,671 +2,003 +4%
EWM
10
Elmwood Wealth Management
California
$2.67M 54,090 +12,700 +31%
Jane Street
11
Jane Street
New York
$2.48M 50,415 +21,325 +73%
TWM
12
TriaGen Wealth Management
California
$1.93M 39,198 +89 +0.2%
SC
13
Savant Capital
Illinois
$1.74M 35,336 +265 +0.8%
RFP
14
Root Financial Partners
California
$1.64M 33,291 +7,753 +30%
OCM
15
One Capital Management
California
$1.53M 30,995 -15,735 -34%
OMC
16
Old Mission Capital
Illinois
$1.16M 23,598 +12,299 +109%
PFG
17
Prospect Financial Group
Virginia
$930K 18,879 +1,771 +10%
LPAM
18
Lodestar Private Asset Management
California
$873K 17,705 +17,705 New
PWM
19
Parkshore Wealth Management
California
$872K 17,704 +17,704 New
EWA
20
EP Wealth Advisors
California
$791K 16,057 +16,057 New
LPL Financial
21
LPL Financial
California
$742K 15,050 +10,400 +224%
FFG
22
Fiduciary Financial Group
California
$709K 14,384
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$685K 13,909 +12,179 +704%
WCWM
24
Willow Creek Wealth Management
California
$683K 13,850 +8,680 +168%
TLFA
25
True Link Financial Advisors
California
$656K 13,310 -550 -4%