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 | 4.0M | $200M | 8% | Jun 2024 |
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| Envestnet Asset Management | 3.9M | $198M | 10% | Sep 2024 |
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| HighTower Advisors | 435k | $22M | 20% | Jun 2024 |
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| One Degree Advisors | 89k | $4.5M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 47k | $2.4M | 3% | Sep 2024 |
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| TriaGen Wealth Management | 37k | $1.9M | 73% | Sep 2024 |
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| Goldman Sachs Group | 36k | $1.8M | 100% | Jun 2024 |
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| Jane Street | 33k | $1.7M | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 21k | $1.1M | 1% | Jun 2024 |
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| Root Financial Partners | 16k | $823k | 20% | Sep 2024 |
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| Fmb Wealth Management | 12k | $610k | 1% | Sep 2024 |
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| True Link Financial Advisors | 12k | $606k | 0% | Sep 2024 |
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| First National Bank Sioux Falls | 11k | $558k | 47% | Sep 2024 |
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| One Capital Management | 11k | $554k | 100% | Sep 2024 |
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| Signature Resources Capital Management | 10k | $513k | 0% | Sep 2024 |
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| Tortoise Investment Management | 7.1k | $359k | 16% | Sep 2024 |
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| RAM Investment Partners | 6.9k | $348k | 5% | Sep 2024 |
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| Rsm Us Wealth Management | 6.6k | $336k | 0% | Sep 2024 |
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| Red Lighthouse Investment Management | 6.0k | $306k | -6% | Sep 2024 |
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| Evanson Asset Management | 5.8k | $293k | 100% | Sep 2024 |
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| Fiduciary Financial Group | 5.3k | $270k | 0% | Sep 2024 |
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| CI Private Wealth | 5.1k | $261k | -8% | Sep 2024 |
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| Susquehanna International | 5.0k | $255k | 100% | Sep 2024 |
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| Advisor Group Holdings | 2.8k | $141k | 8% | Sep 2024 |
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| Strategic Investment Solutions | 2.0k | $103k | 0% | Sep 2024 |
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| Angeles Wealth Management | 2.0k | $102k | 0% | Sep 2024 |
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| Larson Financial Group | 2.0k | $101k | 100% | Sep 2024 |
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| IFP Advisors | 1.0k | $50k | 0% | Jun 2024 |
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| Hanson McClain Advisors | 796.00 | $40k | 0% | Sep 2024 |
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| CWM | 674.00 | $34k | 100% | Sep 2024 |
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| Bell Investment Advisors | 26.00 | $1.3k | 4% | Sep 2024 |
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Who sold out of Dimensional California Municipal Bond ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 5.0k | $250k |
| CoreFirst Bank & Trust | Mar 2024 | 1.0k | $52k |