DFCA icon

Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

47 hedge funds and large institutions have $536M invested in Dimensional California Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
25
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Citrine Capital
California
$31.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$208M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$39.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$219M
5
CFO
5
Callan Family Office
Pennsylvania
$4.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$779K
3
OMC
3
Old Mission Capital
Illinois
$560K
4
FTUS
4
Flow Traders U.S.
New York
$302K
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWG
26
Martin Worley Group
Utah
$450K – – –
TIM
27
Tortoise Investment Management
New York
$336K +$144K +2,900 +75%
RLIM
28
Red Lighthouse Investment Management
New York
$325K +$22.7K +450 +8%
FTUS
29
Flow Traders U.S.
New York
$302K -$653K -13,165 -68%
EAM
30
Evanson Asset Management
California
$296K +$4.76K +96 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$258K +$744 +15 +0.3%
WCWM
32
Willow Creek Wealth Management
California
$256K +$9.23K +186 +4%
AWS
33
Atria Wealth Solutions
New York
$252K +$252K +5,090 New
LPL Financial
34
LPL Financial
California
$231K +$231K +4,650 New
Citadel Advisors
35
Citadel Advisors
Florida
$210K -$98K -1,975 -32%
PWM
36
Parkworth Wealth Management
California
$166K +$992 +20 +0.6%
LFG
37
Larson Financial Group
Missouri
$99.2K – – –
NWM
38
Navigoe Wealth Management
California
$98K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$85.8K +$29.6K +597 +53%
FFA
40
Farther Finance Advisors
California
$69.8K – – –
IA
41
IFP Advisors
Florida
$49.7K – – –
AF
42
Allworth Financial
California
$39.1K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$37K +$3.97K +81 +12%
EWA
44
EverSource Wealth Advisors
Alabama
$24.9K +$24.9K +501 New
HI
45
Horizon Investments
North Carolina
$1.44K – – –
UBS Group
46
UBS Group
Switzerland
$1.39K -$4.66K -94 -77%
BIA
47
Bell Investment Advisors
California
$1.29K – – –
HF
48
HRT Financial
New York
– -$397K -7,941 Closed
EWA
49
EP Wealth Advisors
California
– -$386K -7,706 Closed
Osaic Holdings
50
Osaic Holdings
Arizona
– -$139K -2,772 Closed
1
2
3