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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

8.19% less ownership

Funds ownership: 165.52% → 157.32% (-8.2%)

Holders
18
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$18.6M
2
+$8.87M
3
+$2.31M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$517K
5
FWM
FMB Wealth Management
California
+$516K

Top Sellers

1
-$2.98M
2
-$364K
3
-$50.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$166M
2
$153M
3
$2.31M
4
$905K
5
$517K
6
$516K
7
$499K
8
$406K
9
$272K
10
$252K
11
$249K
12
$214K
13
$122K
14
$101K
15
$50.9K
16
$37.9K
17
$1.28K
18
$1.01K
19
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