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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

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.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
25
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Citrine Capital
California
$31.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$208M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$39.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$219M
5
CFO
5
Callan Family Office
Pennsylvania
$4.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$779K
3
OMC
3
Old Mission Capital
Illinois
$560K
4
FTUS
4
Flow Traders U.S.
New York
$302K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$219M 4,423,967 +148,415 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$208M 4,201,497 +364,471 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$39.5M 796,644 +188,194 +31%
CC
4
Citrine Capital
California
$31.8M 642,084 +438,265 +215%
ODA
5
One Degree Advisors
California
$4.85M 97,725 +1,547 +2%
CFO
6
Callan Family Office
Pennsylvania
$4.3M 86,700 +86,700 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.26M 65,728 +8,978 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.61M 52,668 +1,215 +2%
OCM
9
One Capital Management
California
$2.32M 46,730 +33,195 +245%
EWM
10
Elmwood Wealth Management
California
$2.05M 41,390 +23,810 +135%
TWM
11
TriaGen Wealth Management
California
$1.94M 39,109 -253 -0.6%
SC
12
Savant Capital
Illinois
$1.74M 35,071 +201 +0.6%
Jane Street
13
Jane Street
New York
$1.44M 29,090 -87,926 -75%
SRCM
14
Signature Resources Capital Management
California
$1.44M 28,999 +17,509 +152%
RFP
15
Root Financial Partners
California
$1.27M 25,538 +6,283 +33%
PFG
16
Prospect Financial Group
Virginia
$849K 17,108 +9,698 +131%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$779K 15,708 -40,171 -72%
FFG
18
Fiduciary Financial Group
California
$701K 14,384 +7,179 +100%
TLFA
19
True Link Financial Advisors
California
$687K 13,860 +750 +6%
RIP
20
RAM Investment Partners
Washington
$674K 13,584 +5,440 +67%
FWM
21
FMB Wealth Management
California
$618K 12,458 – –
FNBSF
22
First National Bank Sioux Falls
South Dakota
$595K 12,000 +1,000 +9%
OMC
23
Old Mission Capital
Illinois
$560K 11,299 -18,232 -62%
AC
24
Apella Capital
Connecticut
$522K 10,683 – –
RWA
25
Roberts Wealth Advisors
California
$505K 10,175 +10,175 New
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