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Dimensional California Municipal Bond ETF

69 hedge funds and large institutions have $459M invested in Dimensional California Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 7

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

15% more funds holding

Funds holding: 6069 (+9)

13% more capital invested

Capital invested by funds: $405M → $459M (+$54.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.63% less ownership

Funds ownership: 79.68%77.06% (-2.6%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
35
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scratch Capital
Idaho
$927K +$250K +4,985 +37%
WAS
27
WESPAC Advisors SoCal
California
$916K +$144K +2,879 +19%
BEW
28
Burton Enright Welch
California
$911K +$138K +2,753 +18%
PFG
29
Prospect Financial Group
Virginia
$909K -$13K -259 -1%
RIP
30
RAM Investment Partners
Washington
$793K +$326K +6,515 +70%
SCM
31
SB Capital Management
California
$737K +$737K +14,714 New
TLFA
32
True Link Financial Advisors
California
$667K
Raymond James Financial
33
Raymond James Financial
Florida
$661K +$661K +13,195 New
JP Morgan Chase
34
JP Morgan Chase
New York
$607K -$483K -9,654 -44%
Corient Private Wealth
35
Corient Private Wealth
Florida
$522K +$521K +10,414 New
FFG
36
Fiduciary Financial Group
California
$521K
PCA
37
Pallas Capital Advisors
Massachusetts
$501K
Citadel Advisors
38
Citadel Advisors
Florida
$482K +$482K +9,619 New
PA
39
Parallel Advisors
California
$472K
IFG
40
Independent Financial Group
California
$461K
RLIM
41
Red Lighthouse Investment Management
New York
$454K +$80.1K +1,600 +21%
RWA
42
Roberts Wealth Advisors
California
$423K
AC
43
Apella Capital
Connecticut
$370K +$106K +2,114 +40%
FFA
44
Farther Finance Advisors
California
$353K +$282K +5,637 +401%
BCM
45
Brookstone Capital Management
Illinois
$350K +$134K +2,679 +62%
HWMG
46
Hurlow Wealth Management Group
Indiana
$349K
TIM
47
Tortoise Investment Management
New York
$330K -$60.2K -1,202 -15%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$330K
FA
49
Fermata Advisors
California
$312K +$2.65K +53 +0.9%
KFS
50
Kaizen Financial Strategies
California
$296K +$56.8K +1,134 +24%