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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

18 hedge funds and large institutions have $326M invested in Dimensional California Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+12
Holders Change %
+200%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$166M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.31M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$517K
5
FWM
5
FMB Wealth Management
California
$516K

Top Sellers

1
Jane Street
1
Jane Street
New York
$905K
2
OMC
2
Old Mission Capital
Illinois
$0
3
IA
3
IFP Advisors
Florida
$50.9K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$166M 3,267,680 +366,577 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$153M 3,023,877 +174,884 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.31M 45,609 +45,609 New
Jane Street
4
Jane Street
New York
$905K 17,833 -58,639 -77%
Corient Private Wealth
5
Corient Private Wealth
Florida
$517K 10,180 +10,180 New
FWM
6
FMB Wealth Management
California
$516K 10,160 +10,160 New
TIM
7
Tortoise Investment Management
New York
$499K 9,837 +3,173 +48%
PWM
8
Perigon Wealth Management
California
$406K 8,000 +8,000 New
RIP
9
RAM Investment Partners
Washington
$272K 5,355 +5,355 New
RLIM
10
Red Lighthouse Investment Management
New York
$252K 4,967 +4,967 New
TWM
11
TriaGen Wealth Management
California
$249K 4,915 +4,915 New
HighTower Advisors
12
HighTower Advisors
Illinois
$214K 4,240 +4,240 New
SRCM
13
Signature Resources Capital Management
California
$122K 2,396 +2,396 New
SIS
14
Strategic Investment Solutions
Illinois
$101K 1,992 +1,992 New
IA
15
IFP Advisors
Florida
$50.9K 1,003 -1,003 -50%
Osaic Holdings
16
Osaic Holdings
Arizona
$37.9K 747 +747 New
BIA
17
Bell Investment Advisors
California
$1.28K 25 +25 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.02K 20 +20 New
OMC
19
Old Mission Capital
Illinois
– – -7,447 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –