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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

26 hedge funds and large institutions have $411M invested in Dimensional California Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$178M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$21.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.78M
5
RFP
5
Root Financial Partners
California
$677K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TIM
2
Tortoise Investment Management
New York
$306K
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$281K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
CBT
5
CoreFirst Bank & Trust
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$200M 3,989,726 +278,965 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$178M 3,555,339 +186,046 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$21.8M 435,402 +71,447 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.28M 45,538 -645 -1%
Goldman Sachs
5
Goldman Sachs
New York
$1.78M 35,476 +35,476 New
TWM
6
TriaGen Wealth Management
California
$1.08M 21,607 +6,861 +47%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.07M 21,333 +268 +1%
RFP
8
Root Financial Partners
California
$677K 13,521 +13,521 New
FWM
9
FMB Wealth Management
California
$599K 11,968 +840 +8%
TLFA
10
True Link Financial Advisors
California
$598K 11,950 +250 +2%
SRCM
11
Signature Resources Capital Management
California
$510K 10,176 +7,780 +325%
FNBSF
12
First National Bank Sioux Falls
South Dakota
$376K 7,500 – –
CL
13
Choreo LLC
Illinois
$332K 6,626 – –
RIP
14
RAM Investment Partners
Washington
$329K 6,567 +975 +17%
RLIM
15
Red Lighthouse Investment Management
New York
$323K 6,448 – –
TIM
16
Tortoise Investment Management
New York
$306K 6,102 -5,115 -46%
Corient Private Wealth
17
Corient Private Wealth
Florida
$281K 5,601 -5,113 -48%
FFG
18
Fiduciary Financial Group
California
$268K 5,336 +5,336 New
Citadel Advisors
19
Citadel Advisors
Florida
$250K 4,989 +4,989 New
Osaic Holdings
20
Osaic Holdings
Arizona
$134K 2,674 +103 +4%
SIS
21
Strategic Investment Solutions
Illinois
$102K 2,020 +2,020 New
AWM
22
Angeles Wealth Management
California
$100K 2,002 – –
IA
23
IFP Advisors
Florida
$50.2K 1,003 – –
AF
24
Allworth Financial
California
$40.1K 796 +796 New
UBS Group
25
UBS Group
Switzerland
$9.67K 193 +146 +311%
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