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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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$590K
FNBSF
27
First National Bank Sioux Falls
South Dakota
$466K
RWA
28
Roberts Wealth Advisors
California
$416K
RIP
29
RAM Investment Partners
Washington
$410K
RLIM
30
Red Lighthouse Investment Management
New York
$354K
TIM
31
Tortoise Investment Management
New York
$334K
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$325K
HWMG
33
Hurlow Wealth Management Group
Indiana
$323K
FA
34
Fermata Advisors
California
$302K
RCG
35
Regatta Capital Group
California
$268K
GCA
36
Gradient Capital Advisors
California
$265K
AWS
37
Atria Wealth Solutions
New York
$258K
Corient Private Wealth
38
Corient Private Wealth
Florida
$257K
KFS
39
Kaizen Financial Strategies
California
$232K
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$223K
Mariner
41
Mariner
Kansas
$218K
PWM
42
Parkworth Wealth Management
California
$167K
IA
43
IFP Advisors
Florida
$98.7K
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
SC
50
SouthState Corp
Florida
$15.5K