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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

49 hedge funds and large institutions have $482M invested in Dimensional California Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
49
Holders Change
+15
Holders Change %
+44.12%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
16
Increased
19
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$214M
2
CC
2
Citrine Capital
California
$10.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Jane Street
4
Jane Street
New York
$5.86M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.8M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$192M
2
CL
2
Choreo LLC
Illinois
$0
3
TIM
3
Tortoise Investment Management
New York
$194K
4
UBS Group
4
UBS Group
Switzerland
$6.11K
5
RLIM
5
Red Lighthouse Investment Management
New York
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$214M 4,275,552 +370,761 +9%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$192M 3,837,026 -620,447 -14%
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M 608,450 +167,956 +38%
CC
4
Citrine Capital
California
$10.2M 203,819 +203,819 New
Jane Street
5
Jane Street
New York
$5.86M 117,016 +83,808 +252%
ODA
6
One Degree Advisors
California
$4.82M 96,178 +6,990 +8%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$2.84M 56,750 +17,082 +43%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.8M 55,879 +50,847 +1,010%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.58M 51,453 +4,322 +9%
TWM
10
TriaGen Wealth Management
California
$1.97M 39,362 +1,940 +5%
SC
11
Savant Capital
Illinois
$1.75M 34,870 +34,870 New
OMC
12
Old Mission Capital
Illinois
$1.48M 29,531 +1,065 +4%
FTUS
13
Flow Traders U.S.
New York
$964K 19,254 +19,254 New
RFP
14
Root Financial Partners
California
$964K 19,255 +3,010 +19%
EWM
15
Elmwood Wealth Management
California
$880K 17,580 +17,580 New
OCM
16
One Capital Management
California
$677K 13,535 +2,610 +24%
TLFA
17
True Link Financial Advisors
California
$656K 13,110 +1,160 +10%
FWM
18
FMB Wealth Management
California
$624K 12,458 +428 +4%
SRCM
19
Signature Resources Capital Management
California
$575K 11,490 +1,362 +13%
FNBSF
20
First National Bank Sioux Falls
South Dakota
$551K 11,000 – –
AC
21
Apella Capital
Connecticut
$535K 10,683 +10,683 New
MWG
22
Martin Worley Group
Utah
$454K 9,064 +9,064 New
RIP
23
RAM Investment Partners
Washington
$408K 8,144 +1,275 +19%
HF
24
HRT Financial
New York
$397K 7,941 +7,941 New
EWA
25
EP Wealth Advisors
California
$386K 7,706 +7,706 New
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