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Dimensional California Municipal Bond ETF

74 hedge funds and large institutions have $520M invested in Dimensional California Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
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
PA
26
Parallel Advisors
California
$955K
BEW
27
Burton Enright Welch
California
$914K
Citadel Advisors
28
Citadel Advisors
Florida
$904K
PFG
29
Prospect Financial Group
Virginia
$895K
RIP
30
RAM Investment Partners
Washington
$863K
WAS
31
WESPAC Advisors SoCal
California
$726K
RW
32
RVW Wealth
California
$679K
TLFA
33
True Link Financial Advisors
California
$664K
Raymond James Financial
34
Raymond James Financial
Florida
$658K
CIA
35
Concurrent Investment Advisors
Florida
$646K
JP Morgan Chase
36
JP Morgan Chase
New York
$544K
FFG
37
Fiduciary Financial Group
California
$518K
VFG
38
V2 Financial group
Illinois
$496K
AC
39
Apella Capital
Connecticut
$465K
RLIM
40
Red Lighthouse Investment Management
New York
$452K
RWA
41
Roberts Wealth Advisors
California
$426K
HWMG
42
Hurlow Wealth Management Group
Indiana
$347K
FFA
43
Farther Finance Advisors
California
$346K
TIM
44
Tortoise Investment Management
New York
$329K
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$328K
SPA
46
Shore Point Advisors
New Jersey
$326K
FA
47
Fermata Advisors
California
$312K
JWM
48
Johnson Wealth Management
North Dakota
$307K
BCM
49
Brookstone Capital Management
Illinois
$299K
HNWA
50
Henrickson Nauta Wealth Advisors
Michigan
$298K