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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
SC
26
Scratch Capital
Idaho
$674K
TLFA
27
True Link Financial Advisors
California
$663K
FTUS
28
Flow Traders U.S.
New York
$596K
FFG
29
Fiduciary Financial Group
California
$518K
NA
30
Nautilus Advisors
California
$500K
PCA
31
Pallas Capital Advisors
Massachusetts
$498K
PA
32
Parallel Advisors
California
$470K
RIP
33
RAM Investment Partners
Washington
$465K
RWA
34
Roberts Wealth Advisors
California
$420K
FNBSF
35
First National Bank Sioux Falls
South Dakota
$406K
TIM
36
Tortoise Investment Management
New York
$388K
RLIM
37
Red Lighthouse Investment Management
New York
$372K
HWMG
38
Hurlow Wealth Management Group
Indiana
$347K
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$328K
Jane Street
40
Jane Street
New York
$309K
FA
41
Fermata Advisors
California
$308K
PWP
42
Parkwoods Wealth Partners
New York
$296K
GCA
43
Gradient Capital Advisors
California
$268K
AC
44
Apella Capital
Connecticut
$265K
KFS
45
Kaizen Financial Strategies
California
$239K
PFA
46
Pure Financial Advisors
California
$227K
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$227K
BCM
48
Brookstone Capital Management
Illinois
$214K
BFG
49
Birch Financial Group
New Hampshire
$203K
GI
50
GAMMA Investing
California
$105K