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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
JWM
51
Johnson Wealth Management
North Dakota
$293K +$293K +5,855 New
SPA
52
Shore Point Advisors
New Jersey
$276K +$276K +5,515 New
PWP
53
Parkwoods Wealth Partners
New York
$272K -$24.9K -498 -8%
GCA
54
Gradient Capital Advisors
California
$270K
WUW
55
Wheels Up Wealth
California
$257K +$257K +5,124 New
Goldman Sachs
56
Goldman Sachs
New York
$251K +$251K +5,017 New
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$230K +$1.95K +39 +0.9%
PFA
58
Pure Financial Advisors
California
$229K +$551 +11 +0.2%
BFG
59
Birch Financial Group
New Hampshire
$204K
FNBSF
60
First National Bank Sioux Falls
South Dakota
$203K -$206K -4,105 -50%
GI
61
GAMMA Investing
California
$106K +$401 +8 +0.4%
IA
62
IFP Advisors
Florida
$100K
LFG
63
Larson Financial Group
Missouri
$100K
AF
64
Allworth Financial
California
$39.9K
EWA
65
EverSource Wealth Advisors
Alabama
$25.7K +$200 +4 +0.8%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$20K +$150 +3 +0.8%
TRCT
67
Tower Research Capital (TRC)
New York
$16.7K +$16.7K +334 New
HI
68
Horizon Investments
North Carolina
$1.5K +$50 +1 +3%
BIA
69
Bell Investment Advisors
California
$1.33K +$50 +1 +4%
IWC
70
Integrated Wealth Concepts
Massachusetts
-$2.28M -45,706 Closed
FTUS
71
Flow Traders U.S.
New York
-$596K -11,971 Closed
Jane Street
72
Jane Street
New York
-$309K -6,194 Closed