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Dimensional California Municipal Bond ETF

69 hedge funds and large institutions have $459M invested in Dimensional California Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 7

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

15% more funds holding

Funds holding: 6069 (+9)

13% more capital invested

Capital invested by funds: $405M → $459M (+$54.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.63% less ownership

Funds ownership: 79.68%77.06% (-2.6%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
35
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$307M +$45.6M +910,153 +17%
HighTower Advisors
2
HighTower Advisors
Illinois
$50.8M +$2.27M +45,281 +5%
CC
3
Citrine Capital
California
$29.3M -$6.63M -132,473 -18%
SAI
4
Savvy Advisors Inc
New York
$8.28M +$64.5K +1,288 +0.8%
ODA
5
One Degree Advisors
California
$5.77M +$224K +4,480 +4%
SRCM
6
Signature Resources Capital Management
California
$5.21M +$258K +5,161 +5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.24M +$215K +4,286 +5%
EWM
8
Elmwood Wealth Management
California
$4.11M +$968K +19,324 +31%
OCM
9
One Capital Management
California
$3.01M +$658K +13,134 +28%
RFP
10
Root Financial Partners
California
$2.71M +$90.8K +1,813 +3%
VT
11
Vise Technologies
New York
$2.71M +$2.71M +54,171 New
TWM
12
TriaGen Wealth Management
California
$2.68M +$282K +5,632 +12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.07M -$115K -2,306 -5%
EC
14
Elequin Capital
New York
$1.71M +$1.71M +34,156 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.69M +$375K +7,496 +29%
SC
16
Savant Capital
Illinois
$1.37M +$36.7K +732 +3%
MW
17
Marrick Wealth
California
$1.26M +$1.26M +25,241 New
LPAM
18
Lodestar Private Asset Management
California
$1.11M +$13.7K +274 +1%
FF
19
Foundry Financial
California
$1.09M +$1.09M +21,754 New
LPL Financial
20
LPL Financial
California
$1.08M +$9.91K +198 +0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.06M
OMC
22
Old Mission Capital
Illinois
$1.05M +$94.7K +1,891 +10%
NA
23
Nautilus Advisors
California
$1.02M +$514K +10,270 +102%
Mariner
24
Mariner
Kansas
$973K +$106K +2,111 +12%
PWM
25
Parkshore Wealth Management
California
$961K +$74.3K +1,483 +8%