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Dimensional California Municipal Bond ETF

47 hedge funds and large institutions have $536M invested in Dimensional California Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Sellers

1 -$4.36M
2 -$1.99M
3 -$904K
4
FTUS
Flow Traders U.S.
New York
-$653K
5
HF
HRT Financial
New York
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$219M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$208M
HighTower Advisors
3
HighTower Advisors
Illinois
$39.5M
CC
4
Citrine Capital
California
$31.8M
ODA
5
One Degree Advisors
California
$4.85M
CFO
6
Callan Family Office
Pennsylvania
$4.3M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.26M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.61M
OCM
9
One Capital Management
California
$2.32M
EWM
10
Elmwood Wealth Management
California
$2.05M
TWM
11
TriaGen Wealth Management
California
$1.94M
SC
12
Savant Capital
Illinois
$1.74M
Jane Street
13
Jane Street
New York
$1.44M
SRCM
14
Signature Resources Capital Management
California
$1.44M
RFP
15
Root Financial Partners
California
$1.27M
PFG
16
Prospect Financial Group
Virginia
$849K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$779K
FFG
18
Fiduciary Financial Group
California
$701K
TLFA
19
True Link Financial Advisors
California
$687K
RIP
20
RAM Investment Partners
Washington
$674K
FWM
21
FMB Wealth Management
California
$618K
FNBSF
22
First National Bank Sioux Falls
South Dakota
$595K
OMC
23
Old Mission Capital
Illinois
$560K
AC
24
Apella Capital
Connecticut
$522K
RWA
25
Roberts Wealth Advisors
California
$505K