Who owns Dimensional California Municipal Bond ETF?
- Ticker: DFCA
- CUSIP Number: 25434v633
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional California Municipal Bond ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Dimensional California Municipal Bond ETF stock
Who bought or sold Dimensional California Municipal Bond ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mercer Global Advisors | 6.1M | $307M | 17% | Dec 2025 |
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| HighTower Advisors | 1.0M | $51M | 5% | Dec 2025 |
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| Citrine Capital | 585k | $29M | -18% | Dec 2025 |
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| Savvy Advisors | 165k | $8.3M | 1% | Dec 2025 |
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| One Degree Advisors | 115k | $5.8M | 4% | Dec 2025 |
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| Signature Resources Capital Management | 104k | $5.2M | 5% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 85k | $4.2M | 5% | Dec 2025 |
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| Elmwood Wealth Management | 82k | $4.1M | 31% | Dec 2025 |
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| One Capital Management | 60k | $3.0M | 28% | Dec 2025 |
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| Root Financial Partners | 54k | $2.7M | 3% | Dec 2025 |
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| Vise Technologies | 54k | $2.7M | 100% | Dec 2025 |
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| TriaGen Wealth Management | 54k | $2.7M | 12% | Dec 2025 |
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| Commonwealth Equity Services | 41k | $2.1M | -5% | Dec 2025 |
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| Elequin Capital | 34k | $1.7M | 100% | Dec 2025 |
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| Susquehanna International | 34k | $1.7M | 29% | Dec 2025 |
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| Savant Capital Management | 27k | $1.4M | 3% | Dec 2025 |
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| Lodestar Private Asset Management | 22k | $1.1M | 1% | Dec 2025 |
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| Jpmorgan Chase & Co | 22k | $1.1M | 100% | Sep 2025 |
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| LPL Financial | 22k | $1.1M | 1% | Dec 2025 |
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| Advisor Group Holdings | 21k | $1.1M | 0% | Dec 2025 |
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| Old Mission Capital | 21k | $1.1M | 10% | Dec 2025 |
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| Nautilus Advisors | 20k | $1.0M | 102% | Dec 2025 |
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| Mariner Wealth Advisors | 19k | $973k | 12% | Dec 2025 |
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| Parkshore Wealth Management | 19k | $961k | 8% | Dec 2025 |
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| Scratch Capital | 19k | $927k | 37% | Dec 2025 |
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| WESPAC Advisors SoCal | 18k | $916k | 19% | Dec 2025 |
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| Burton Enright Welch | 18k | $911k | 100% | Dec 2025 |
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| Prospect Financial Group | 18k | $909k | -1% | Dec 2025 |
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| RAM Investment Partners | 16k | $793k | 70% | Dec 2025 |
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| SB Capital Management | 15k | $737k | 100% | Dec 2025 |
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| Willow Creek Wealth Management | 14k | $695k | 1% | Sep 2025 |
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| True Link Financial Advisors | 13k | $667k | 0% | Dec 2025 |
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| Raymond James Financial | 13k | $661k | 100% | Dec 2025 |
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| Fiduciary Financial Group | 10k | $521k | 0% | Dec 2025 |
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| Pallas Capital Advisors | 10k | $501k | 0% | Dec 2025 |
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| Parallel Advisors | 9.4k | $472k | 0% | Dec 2025 |
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| Red Lighthouse Investment Management | 9.1k | $454k | 21% | Dec 2025 |
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| Roberts Wealth Advisors | 8.4k | $423k | 0% | Dec 2025 |
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| Apella Capital | 7.4k | $370k | 40% | Dec 2025 |
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| Farther Finance Advisors | 7.0k | $353k | 401% | Dec 2025 |
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| Brookstone Capital Management | 7.0k | $350k | 62% | Dec 2025 |
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| Hurlow Wealth Management Group | 7.0k | $349k | 0% | Dec 2025 |
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| Tortoise Investment Management | 6.6k | $330k | -15% | Dec 2025 |
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| Pathstone Holdings | 6.6k | $330k | 0% | Dec 2025 |
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| Fermata Advisors | 6.2k | $312k | 1% | Dec 2025 |
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| Kaizen Financial Strategies | 5.9k | $296k | 24% | Dec 2025 |
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| Shore Point Advisors | 5.5k | $276k | 100% | Dec 2025 |
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| Parkwoods Wealth Partners | 5.4k | $272k | -8% | Dec 2025 |
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| Gradient Capital Advisors | 5.4k | $270k | 0% | Dec 2025 |
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| CI Private Wealth | 5.2k | $261k | 100% | Dec 2025 |
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| Goldman Sachs Group | 5.0k | $251k | 100% | Dec 2025 |
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| Retirement Planning Group | 4.6k | $230k | 1% | Dec 2025 |
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| Pure Financial Advisors | 4.6k | $229k | 0% | Dec 2025 |
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| Birch Financial Group | 4.1k | $204k | 0% | Dec 2025 |
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| First National Bank Sioux Falls | 4.0k | $203k | -50% | Dec 2025 |
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| GAMMA Investing | 2.1k | $106k | 0% | Dec 2025 |
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| IFP Advisors | 2.0k | $100k | 0% | Dec 2025 |
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| Larson Financial Group | 2.0k | $100k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 796.00 | $40k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 513.00 | $26k | 1% | Dec 2025 |
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| CWM | 403.00 | $20k | 1% | Dec 2025 |
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| Tower Research Capital | 334.00 | $17k | 100% | Dec 2025 |
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| Horizon Investments | 30.00 | $1.5k | 3% | Dec 2025 |
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| Bell Investment Advisors | 27.00 | $1.3k | 4% | Dec 2025 |
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Who sold out of Dimensional California Municipal Bond ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Concepts | Sep 2025 | 46k | $2.3M |
| EP Wealth Advisors | Jun 2025 | 16k | $791k |
| Flow Traders US | Sep 2025 | 12k | $596k |
| Jane Street | Sep 2025 | 6.2k | $309k |