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Dimensional California Municipal Bond ETF
DFCA

Overview Fund Activity

52 hedge funds and large institutions have $576M invested in Dimensional California Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$221M
3
SRCM
Signature Resources Capital Management
California
$4.79M
4
CC
Citrine Capital
California
$34.1M
5
HighTower Advisors
HighTower Advisors
Illinois
$41.6M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
OCM
One Capital Management
California
$1.53M
3
FWM
FMB Wealth Management
California
$0
4
AC
Apella Capital
Connecticut
$0
5
MWG
Martin Worley Group
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$234M +$15.6M +316,227 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$221M +$13.7M +277,036 +7%
HighTower Advisors
3
HighTower Advisors
Illinois
$41.6M +$2.35M +47,778 +6%
CC
4
Citrine Capital
California
$34.1M +$2.42M +49,095 +8%
SRCM
5
Signature Resources Capital Management
California
$4.79M +$3.36M +68,141 +235%
ODA
6
One Degree Advisors
California
$4.69M -$127K -2,569 -3%
CFO
7
Callan Family Office
Pennsylvania
$4.27M – – –
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$20.2K +409 +0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.69M +$98.7K +2,003 +4%
EWM
10
Elmwood Wealth Management
California
$2.67M +$626K +12,700 +31%
Jane Street
11
Jane Street
New York
$2.48M +$1.05M +21,325 +73%
TWM
12
TriaGen Wealth Management
California
$1.93M +$4.39K +89 +0.2%
SC
13
Savant Capital
Illinois
$1.74M +$13.1K +265 +0.8%
RFP
14
Root Financial Partners
California
$1.64M +$382K +7,753 +30%
OCM
15
One Capital Management
California
$1.53M -$775K -15,735 -34%
OMC
16
Old Mission Capital
Illinois
$1.16M +$606K +12,299 +109%
PFG
17
Prospect Financial Group
Virginia
$930K +$87.3K +1,771 +10%
LPAM
18
Lodestar Private Asset Management
California
$873K +$873K +17,705 New
PWM
19
Parkshore Wealth Management
California
$872K +$872K +17,704 New
EWA
20
EP Wealth Advisors
California
$791K +$791K +16,057 New
LPL Financial
21
LPL Financial
California
$742K +$513K +10,400 +224%
FFG
22
Fiduciary Financial Group
California
$709K – – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$685K +$600K +12,179 +704%
WCWM
24
Willow Creek Wealth Management
California
$683K +$428K +8,680 +168%
TLFA
25
True Link Financial Advisors
California
$656K -$27.1K -550 -4%
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