DFCA icon

Dimensional California Municipal Bond ETF

52 hedge funds and large institutions have $576M invested in Dimensional California Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$590K +$290K +5,882 +97%
FNBSF
27
First National Bank Sioux Falls
South Dakota
$466K -$126K -2,549 -21%
RWA
28
Roberts Wealth Advisors
California
$416K -$85.6K -1,738 -17%
RIP
29
RAM Investment Partners
Washington
$410K -$259K -5,258 -39%
RLIM
30
Red Lighthouse Investment Management
New York
$354K +$35.8K +726 +11%
TIM
31
Tortoise Investment Management
New York
$334K
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$325K +$325K +6,589 New
HWMG
33
Hurlow Wealth Management Group
Indiana
$323K +$323K +6,561 New
FA
34
Fermata Advisors
California
$302K +$302K +6,130 New
RCG
35
Regatta Capital Group
California
$268K +$268K +5,446 New
GCA
36
Gradient Capital Advisors
California
$265K +$265K +5,386 New
AWS
37
Atria Wealth Solutions
New York
$258K +$6.75K +137 +3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$257K
KFS
39
Kaizen Financial Strategies
California
$232K +$232K +4,710 New
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$223K +$223K +4,522 New
Mariner
41
Mariner
Kansas
$218K +$218K +4,430 New
PWM
42
Parkworth Wealth Management
California
$167K +$1.23K +25 +0.7%
IA
43
IFP Advisors
Florida
$98.7K +$49.3K +1,000 +100%
LFG
44
Larson Financial Group
Missouri
$98.6K
NWM
45
Navigoe Wealth Management
California
$98K
FFA
46
Farther Finance Advisors
California
$69.2K
AF
47
Allworth Financial
California
$39.2K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$37K
EWA
49
EverSource Wealth Advisors
Alabama
$24.9K +$197 +4 +0.8%
SC
50
SouthState Corp
Florida
$15.5K +$15.5K +315 New