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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

26 hedge funds and large institutions have $411M invested in Dimensional California Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$178M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$21.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.78M
5
RFP
5
Root Financial Partners
California
$677K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TIM
2
Tortoise Investment Management
New York
$306K
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$281K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
CBT
5
CoreFirst Bank & Trust
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
26
Bell Investment Advisors
California
$1.28K – – –
Jane Street
27
Jane Street
New York
– -$2.56M -50,840 Closed
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
– -$183K -3,626 Closed
CBT
29
CoreFirst Bank & Trust
Kansas
– -$52K -1,032 Closed
1
2