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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

34 hedge funds and large institutions have $467M invested in Dimensional California Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$226M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$198M
3
ODA
3
One Degree Advisors
California
$4.52M
4
Jane Street
4
Jane Street
New York
$1.68M
5
OMC
5
Old Mission Capital
Illinois
$1.44M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$261K
4
RLIM
4
Red Lighthouse Investment Management
New York
$306K
5
SRCM
5
Signature Resources Capital Management
California
$513K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
26
Strategic Investment Solutions
Illinois
$103K +$456 +9 +0.4%
AWM
27
Angeles Wealth Management
California
$101K – – –
LFG
28
Larson Financial Group
Missouri
$101K +$101K +2,000 New
IA
29
IFP Advisors
Florida
$50.8K – – –
AF
30
Allworth Financial
California
$40.3K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$34K +$34K +674 New
CBT
32
CoreFirst Bank & Trust
Kansas
$19.3K +$19.3K +380 New
UBS Group
33
UBS Group
Switzerland
$9.78K – – –
BIA
34
Bell Investment Advisors
California
$1.3K +$50 +1 +4%
Goldman Sachs
35
Goldman Sachs
New York
– -$1.78M -35,476 Closed
Citadel Advisors
36
Citadel Advisors
Florida
– -$250K -4,989 Closed
1
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