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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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$234M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$221M
HighTower Advisors
3
HighTower Advisors
Illinois
$41.6M
CC
4
Citrine Capital
California
$34.1M
SRCM
5
Signature Resources Capital Management
California
$4.79M
ODA
6
One Degree Advisors
California
$4.69M
CFO
7
Callan Family Office
Pennsylvania
$4.27M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$3.26M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.69M
EWM
10
Elmwood Wealth Management
California
$2.67M
Jane Street
11
Jane Street
New York
$2.48M
TWM
12
TriaGen Wealth Management
California
$1.93M
SC
13
Savant Capital
Illinois
$1.74M
RFP
14
Root Financial Partners
California
$1.64M
OCM
15
One Capital Management
California
$1.53M
OMC
16
Old Mission Capital
Illinois
$1.16M
PFG
17
Prospect Financial Group
Virginia
$930K
LPAM
18
Lodestar Private Asset Management
California
$873K
PWM
19
Parkshore Wealth Management
California
$872K
EWA
20
EP Wealth Advisors
California
$791K
LPL Financial
21
LPL Financial
California
$742K
FFG
22
Fiduciary Financial Group
California
$709K
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$685K
WCWM
24
Willow Creek Wealth Management
California
$683K
TLFA
25
True Link Financial Advisors
California
$656K