DFCA icon

Dimensional California Municipal Bond ETF

68 hedge funds and large institutions have $459M invested in Dimensional California Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
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

Top Buyers

1 +$45.6M
2 +$2.71M
3 +$2.27M
4
EC
Elequin Capital
New York
+$1.71M
5
EWM
Elmwood Wealth Management
California
+$968K

Top Sellers

1 -$6.63M
2 -$2.28M
3 -$596K
4
JP Morgan Chase
JP Morgan Chase
New York
-$483K
5
Jane Street
Jane Street
New York
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scratch Capital
Idaho
$927K
WAS
27
WESPAC Advisors SoCal
California
$916K
BEW
28
Burton Enright Welch
California
$911K
PFG
29
Prospect Financial Group
Virginia
$909K
RIP
30
RAM Investment Partners
Washington
$793K
SCM
31
SB Capital Management
California
$737K
TLFA
32
True Link Financial Advisors
California
$667K
Raymond James Financial
33
Raymond James Financial
Florida
$661K
JP Morgan Chase
34
JP Morgan Chase
New York
$607K
FFG
35
Fiduciary Financial Group
California
$521K
PCA
36
Pallas Capital Advisors
Massachusetts
$501K
Citadel Advisors
37
Citadel Advisors
Florida
$482K
PA
38
Parallel Advisors
California
$472K
RLIM
39
Red Lighthouse Investment Management
New York
$454K
RWA
40
Roberts Wealth Advisors
California
$423K
AC
41
Apella Capital
Connecticut
$370K
FFA
42
Farther Finance Advisors
California
$353K
BCM
43
Brookstone Capital Management
Illinois
$350K
HWMG
44
Hurlow Wealth Management Group
Indiana
$349K
TIM
45
Tortoise Investment Management
New York
$330K
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$330K
FA
47
Fermata Advisors
California
$312K
KFS
48
Kaizen Financial Strategies
California
$296K
JWM
49
Johnson Wealth Management
North Dakota
$293K
SPA
50
Shore Point Advisors
New Jersey
$276K