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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

49 hedge funds and large institutions have $482M invested in Dimensional California Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+15
Holders Change %
+44.12%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
16
Increased
19
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$214M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$30.5M
3
Jane Street
3
Jane Street
New York
$5.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.8M
5
SC
5
Savant Capital
Illinois
$1.75M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$192M
2
CL
2
Choreo LLC
Illinois
$0
3
TIM
3
Tortoise Investment Management
New York
$194K
4
UBS Group
4
UBS Group
Switzerland
$6.11K
5
RLIM
5
Red Lighthouse Investment Management
New York
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
26
Prospect Financial Group
Virginia
$371K +$371K +7,410 New
FFG
27
Fiduciary Financial Group
California
$359K +$93.1K +1,869 +35%
Citadel Advisors
28
Citadel Advisors
Florida
$311K +$311K +6,209 New
RLIM
29
Red Lighthouse Investment Management
New York
$300K -$1.95K -39 -0.6%
EAM
30
Evanson Asset Management
California
$294K +$4.81K +96 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$260K +$2.55K +51 +1%
WCWM
32
Willow Creek Wealth Management
California
$249K +$24.8K +495 +11%
TIM
33
Tortoise Investment Management
New York
$194K -$160K -3,201 -45%
PWM
34
Parkworth Wealth Management
California
$167K +$167K +3,335 New
Osaic Holdings
35
Osaic Holdings
Arizona
$139K – – –
SIS
36
Strategic Investment Solutions
Illinois
$101K -$1.88K -37 -2%
AWM
37
Angeles Wealth Management
California
$100K – – –
LFG
38
Larson Financial Group
Missouri
$100K – – –
NWM
39
Navigoe Wealth Management
California
$99K +$99K +1,990 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$91.7K +$91.7K +1,833 New
FFA
41
Farther Finance Advisors
California
$70.3K +$70.3K +1,404 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$56.7K +$56.7K +1,133 New
IA
43
IFP Advisors
Florida
$50.2K – – –
AF
44
Allworth Financial
California
$39.7K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
CBT
46
CoreFirst Bank & Trust
Kansas
$19K – – –
UBS Group
47
UBS Group
Switzerland
$6.11K -$3.55K -71 -37%
HI
48
Horizon Investments
North Carolina
$1.45K +$1.45K +29 New
BIA
49
Bell Investment Advisors
California
$1.3K – – –
CL
50
Choreo LLC
Illinois
– -$336K -6,626 Closed
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