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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 4.3M | $214M | 9% | Dec 2024 |
|
| Mercer Global Advisors | 3.8M | $192M | -14% | Dec 2024 |
|
| HighTower Advisors | 609k | $31M | 38% | Dec 2024 |
|
| Citrine Capital | 204k | $10M | 100% | Dec 2024 |
|
| Jane Street | 117k | $5.9M | 252% | Dec 2024 |
|
| One Degree Advisors | 96k | $4.8M | 8% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 66k | $3.3M | 16% | Mar 2025 |
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| Susquehanna International | 56k | $2.8M | 1010% | Dec 2024 |
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| Commonwealth Equity Services | 52k | $2.6M | 9% | Dec 2024 |
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| TriaGen Wealth Management | 39k | $2.0M | 5% | Dec 2024 |
|
| Savant Capital Management | 35k | $1.7M | 100% | Dec 2024 |
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| Old Mission Capital | 30k | $1.5M | 4% | Dec 2024 |
|
| Signature Resources Capital Management | 29k | $1.4M | 152% | Mar 2025 |
|
| Root Financial Partners | 19k | $964k | 19% | Dec 2024 |
|
| Flow Traders US | 19k | $964k | 100% | Dec 2024 |
|
| Elmwood Wealth Management | 18k | $880k | 100% | Dec 2024 |
|
| Fiduciary Financial Group | 14k | $701k | 100% | Mar 2025 |
|
| One Capital Management | 14k | $677k | 24% | Dec 2024 |
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| True Link Financial Advisors | 13k | $656k | 10% | Dec 2024 |
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| Fmb Wealth Management | 13k | $618k | 0% | Mar 2025 |
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| First National Bank Sioux Falls | 12k | $595k | 9% | Mar 2025 |
|
| Apella Capital | 11k | $522k | 0% | Mar 2025 |
|
| Martin Worley Group | 9.1k | $454k | 100% | Dec 2024 |
|
| RAM Investment Partners | 8.1k | $408k | 19% | Dec 2024 |
|
| Hrt Financial | 7.9k | $397k | 100% | Dec 2024 |
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| EP Wealth Advisors | 7.7k | $386k | 100% | Dec 2024 |
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| Prospect Financial Group | 7.4k | $371k | 100% | Dec 2024 |
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| Citadel Advisors | 6.2k | $311k | 100% | Dec 2024 |
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| Red Lighthouse Investment Management | 6.0k | $300k | -1% | Dec 2024 |
|
| Evanson Asset Management | 5.9k | $294k | 2% | Dec 2024 |
|
| CI Private Wealth | 5.2k | $260k | 1% | Dec 2024 |
|
| Willow Creek Wealth Management | 5.0k | $249k | 100% | Dec 2024 |
|
| Tortoise Investment Management | 3.9k | $194k | -45% | Dec 2024 |
|
| Parkworth Wealth Management | 3.3k | $167k | 100% | Dec 2024 |
|
| Advisor Group Holdings | 2.8k | $139k | 0% | Dec 2024 |
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| Angeles Wealth Management | 2.0k | $100k | 0% | Dec 2024 |
|
| Larson Financial Group | 2.0k | $100k | 0% | Dec 2024 |
|
| Strategic Investment Solutions | 2.0k | $101k | -2% | Dec 2024 |
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| Navigoe | 2.0k | $99k | 100% | Dec 2024 |
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| FMR | 1.8k | $92k | 100% | Dec 2024 |
|
| Farther Finance Advisors | 1.4k | $70k | 0% | Mar 2025 |
|
| Jpmorgan Chase & Co | 1.1k | $57k | 100% | Dec 2024 |
|
| IFP Advisors | 1.0k | $50k | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 796.00 | $40k | 0% | Dec 2024 |
|
| CWM | 674.00 | $34k | 0% | Dec 2024 |
|
| CoreFirst Bank & Trust | 380.00 | $19k | 0% | Dec 2024 |
|
| UBS Group | 122.00 | $6.1k | -37% | Dec 2024 |
|
| Horizon Investments | 29.00 | $1.5k | 100% | Dec 2024 |
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| Bell Investment Advisors | 26.00 | $1.3k | 0% | Dec 2024 |
|
Who sold out of Dimensional California Municipal Bond ETF?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Rsm Us Wealth Management | Sep 2024 | 6.6k | $336k |