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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 12 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $405M → $459M (+$53.7M)

13% more funds holding

Funds holding: 6169 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.73% less ownership

Funds ownership: 79.74%77.01% (-2.7%)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
36
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change

DFCA Hedge Fund Activity: Q4 2025 in Review

69 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Dimensional California Municipal Bond ETF (DFCA) for Q4 2025, worth a combined $459M — up 13% from $405M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFCA positions and 3 closed out — a net gain of 9 holders — while 36 added to existing stakes and 7 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $45.6M. The largest seller was Citrine Capital, cutting an estimated $6.63M.

  • 69 institutional investors held Dimensional California Municipal Bond ETF (DFCA) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $459M of Dimensional California Municipal Bond ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 12 funds opened new Dimensional California Municipal Bond ETF positions in Q4 2025 and 3 closed out, a net change of +9 holders.
  • The largest Dimensional California Municipal Bond ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $45.6M added.
  • The largest Dimensional California Municipal Bond ETF seller in Q4 2025 was Citrine Capital, an estimated $6.63M sold.

Based on aggregated 13F filings for Q4 2025.