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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 %
FTUS
26
Flow Traders U.S.
New York
$590K 11,971 +5,882 +97%
FNBSF
27
First National Bank Sioux Falls
South Dakota
$466K 9,451 -2,549 -21%
RWA
28
Roberts Wealth Advisors
California
$416K 8,437 -1,738 -17%
RIP
29
RAM Investment Partners
Washington
$410K 8,326 -5,258 -39%
RLIM
30
Red Lighthouse Investment Management
New York
$354K 7,174 +726 +11%
TIM
31
Tortoise Investment Management
New York
$334K 6,779
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$325K 6,589 +6,589 New
HWMG
33
Hurlow Wealth Management Group
Indiana
$323K 6,561 +6,561 New
FA
34
Fermata Advisors
California
$302K 6,130 +6,130 New
RCG
35
Regatta Capital Group
California
$268K 5,446 +5,446 New
GCA
36
Gradient Capital Advisors
California
$265K 5,386 +5,386 New
AWS
37
Atria Wealth Solutions
New York
$258K 5,227 +137 +3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$257K 5,207
KFS
39
Kaizen Financial Strategies
California
$232K 4,710 +4,710 New
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$223K 4,522 +4,522 New
Mariner
41
Mariner
Kansas
$218K 4,430 +4,430 New
PWM
42
Parkworth Wealth Management
California
$167K 3,380 +25 +0.7%
IA
43
IFP Advisors
Florida
$98.7K 2,003 +1,000 +100%
LFG
44
Larson Financial Group
Missouri
$98.6K 2,000
NWM
45
Navigoe Wealth Management
California
$98K 1,990
FFA
46
Farther Finance Advisors
California
$69.2K 1,404
AF
47
Allworth Financial
California
$39.2K 796
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$37K 755
EWA
49
EverSource Wealth Advisors
Alabama
$24.9K 505 +4 +0.8%
SC
50
SouthState Corp
Florida
$15.5K 315 +315 New