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Dimensional California Municipal Bond ETF

59 hedge funds and large institutions have $405M invested in Dimensional California Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
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
WCWM
26
Willow Creek Wealth Management
California
$695K
SC
27
Scratch Capital
Idaho
$674K
TLFA
28
True Link Financial Advisors
California
$663K
FTUS
29
Flow Traders U.S.
New York
$596K
FFG
30
Fiduciary Financial Group
California
$518K
NA
31
Nautilus Advisors
California
$500K
PCA
32
Pallas Capital Advisors
Massachusetts
$498K
PA
33
Parallel Advisors
California
$470K
RIP
34
RAM Investment Partners
Washington
$465K
RWA
35
Roberts Wealth Advisors
California
$420K
FNBSF
36
First National Bank Sioux Falls
South Dakota
$406K
TIM
37
Tortoise Investment Management
New York
$388K
RLIM
38
Red Lighthouse Investment Management
New York
$372K
HWMG
39
Hurlow Wealth Management Group
Indiana
$347K
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$328K
Jane Street
41
Jane Street
New York
$309K
FA
42
Fermata Advisors
California
$308K
PWP
43
Parkwoods Wealth Partners
New York
$296K
GCA
44
Gradient Capital Advisors
California
$268K
AC
45
Apella Capital
Connecticut
$265K
KFS
46
Kaizen Financial Strategies
California
$239K
PFA
47
Pure Financial Advisors
California
$227K
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$227K
BCM
49
Brookstone Capital Management
Illinois
$214K
BFG
50
Birch Financial Group
New Hampshire
$203K