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Dimensional California Municipal Bond ETF

23 hedge funds and large institutions have $386M invested in Dimensional California Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$187M 3,710,761 +443,081 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$170M 3,369,293 +345,416 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.3M 363,955 +359,715 +8,484%
Jane Street
4
Jane Street
New York
$2.56M 50,840 +33,007 +185%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.33M 46,183 +574 +1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.06M 21,065 +21,065 New
TWM
7
TriaGen Wealth Management
California
$743K 14,746 +9,831 +200%
TLFA
8
True Link Financial Advisors
California
$590K 11,700 +11,700 New
TIM
9
Tortoise Investment Management
New York
$566K 11,217 +1,380 +14%
FWM
10
FMB Wealth Management
California
$561K 11,128 +968 +10%
Corient Private Wealth
11
Corient Private Wealth
Florida
$540K 10,714 +534 +5%
FNBSF
12
First National Bank Sioux Falls
South Dakota
$378K 7,500 +7,500 New
CL
13
Choreo LLC
Illinois
$334K 6,626 +6,626 New
RLIM
14
Red Lighthouse Investment Management
New York
$325K 6,448 +1,481 +30%
RIP
15
RAM Investment Partners
Washington
$282K 5,592 +237 +4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$183K 3,626 +3,626 New
Osaic Holdings
17
Osaic Holdings
Arizona
$130K 2,571 +1,824 +244%
SRCM
18
Signature Resources Capital Management
California
$122K 2,396
AWM
19
Angeles Wealth Management
California
$101K 2,002 +2,002 New
CBT
20
CoreFirst Bank & Trust
Kansas
$52K 1,032 +1,032 New
IA
21
IFP Advisors
Florida
$50.6K 1,003
UBS Group
22
UBS Group
Switzerland
$2.37K 47 +47 New
BIA
23
Bell Investment Advisors
California
$1.28K 25
PWM
24
Perigon Wealth Management
California
-8,000 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-20 Closed