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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

34 hedge funds and large institutions have $467M invested in Dimensional California Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$226M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$198M
3
ODA
3
One Degree Advisors
California
$4.52M
4
Jane Street
4
Jane Street
New York
$1.68M
5
OMC
5
Old Mission Capital
Illinois
$1.44M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$261K
4
RLIM
4
Red Lighthouse Investment Management
New York
$306K
5
SRCM
5
Signature Resources Capital Management
California
$513K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$226M 4,457,473 +467,747 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$198M 3,904,791 +349,452 +10%
HighTower Advisors
3
HighTower Advisors
Illinois
$22.3M 440,494 +5,092 +1%
ODA
4
One Degree Advisors
California
$4.52M 89,188 +89,188 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.39M 47,131 +1,593 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.01M 39,668 +18,335 +86%
TWM
7
TriaGen Wealth Management
California
$1.9M 37,422 +15,815 +73%
Jane Street
8
Jane Street
New York
$1.68M 33,208 +33,208 New
OMC
9
Old Mission Capital
Illinois
$1.44M 28,466 +28,466 New
RFP
10
Root Financial Partners
California
$823K 16,245 +2,724 +20%
FWM
11
FMB Wealth Management
California
$610K 12,030 +62 +0.5%
TLFA
12
True Link Financial Advisors
California
$606K 11,950 – –
FNBSF
13
First National Bank Sioux Falls
South Dakota
$557K 11,000 +3,500 +47%
OCM
14
One Capital Management
California
$554K 10,925 +10,925 New
SRCM
15
Signature Resources Capital Management
California
$513K 10,128 -48 -0.5%
TIM
16
Tortoise Investment Management
New York
$359K 7,080 +978 +16%
RIP
17
RAM Investment Partners
Washington
$348K 6,869 +302 +5%
CL
18
Choreo LLC
Illinois
$336K 6,626 – –
RLIM
19
Red Lighthouse Investment Management
New York
$306K 6,037 -411 -6%
EAM
20
Evanson Asset Management
California
$293K 5,785 +5,785 New
FFG
21
Fiduciary Financial Group
California
$270K 5,336 – –
Corient Private Wealth
22
Corient Private Wealth
Florida
$261K 5,141 -460 -8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$255K 5,032 +5,032 New
WCWM
24
Willow Creek Wealth Management
California
$228K 4,489 +4,489 New
Osaic Holdings
25
Osaic Holdings
Arizona
$140K 2,772 +98 +4%
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