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 | 5.2M | $261M | 17% | Sep 2025 |
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| HighTower Advisors | 969k | $48M | 15% | Sep 2025 |
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| Citrine Capital | 717k | $36M | 4% | Sep 2025 |
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| Savvy Advisors | 164k | $8.2M | 100% | Sep 2025 |
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| One Degree Advisors | 111k | $5.5M | 16% | Sep 2025 |
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| Signature Resources Capital Management | 99k | $4.9M | 2% | Sep 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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| Root Financial Partners | 52k | $2.6M | 57% | Sep 2025 |
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| TriaGen Wealth Management | 48k | $2.4M | 22% | Sep 2025 |
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| One Capital Management | 47k | $2.3M | 52% | Sep 2025 |
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| Integrated Wealth Concepts | 46k | $2.3M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 44k | $2.2M | -20% | Sep 2025 |
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| Savant Capital Management | 27k | $1.3M | -25% | Sep 2025 |
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| Susquehanna International | 26k | $1.3M | 100% | Sep 2025 |
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| Lodestar Private Asset Management | 22k | $1.1M | 23% | Sep 2025 |
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| Jpmorgan Chase & Co | 22k | $1.1M | 100% | Sep 2025 |
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| LPL Financial | 21k | $1.1M | 42% | Sep 2025 |
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| Advisor Group Holdings | 21k | $1.0M | 100% | Sep 2025 |
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| Old Mission Capital | 19k | $952k | -19% | Sep 2025 |
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| Scratch Capital | 19k | $927k | 37% | Dec 2025 |
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| Prospect Financial Group | 18k | $917k | -3% | Sep 2025 |
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| WESPAC Advisors SoCal | 18k | $916k | 19% | Dec 2025 |
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| Parkshore Wealth Management | 18k | $882k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 17k | $863k | 291% | Sep 2025 |
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| Willow Creek Wealth Management | 14k | $695k | 1% | Sep 2025 |
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| True Link Financial Advisors | 13k | $663k | 0% | Sep 2025 |
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| Flow Traders US | 12k | $596k | 0% | Sep 2025 |
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| Fiduciary Financial Group | 10k | $521k | 0% | Dec 2025 |
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| Nautilus Advisors | 10k | $500k | 100% | Sep 2025 |
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| Pallas Capital Advisors | 10k | $501k | 0% | Dec 2025 |
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| Parallel Advisors | 9.4k | $470k | 100% | Sep 2025 |
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| RAM Investment Partners | 9.3k | $465k | 12% | Sep 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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| First National Bank Sioux Falls | 8.2k | $406k | -14% | Sep 2025 |
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| Tortoise Investment Management | 7.8k | $388k | 15% | Sep 2025 |
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| Brookstone Capital Management | 7.0k | $350k | 62% | Dec 2025 |
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| Hurlow Wealth Management Group | 7.0k | $347k | 6% | Sep 2025 |
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| Pathstone Holdings | 6.6k | $328k | 0% | Sep 2025 |
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| Fermata Advisors | 6.2k | $312k | 1% | Dec 2025 |
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| Jane Street | 6.2k | $309k | -88% | Sep 2025 |
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| Parkwoods Wealth Partners | 5.4k | $272k | -8% | Dec 2025 |
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| Gradient Capital Advisors | 5.4k | $268k | 0% | Sep 2025 |
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| Apella Capital | 5.3k | $265k | 100% | Sep 2025 |
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| Kaizen Financial Strategies | 4.8k | $239k | 1% | Sep 2025 |
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| Pure Financial Advisors | 4.6k | $227k | 100% | Sep 2025 |
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| Retirement Planning Group | 4.6k | $227k | 1% | Sep 2025 |
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| Birch Financial Group | 4.1k | $204k | 0% | Dec 2025 |
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| GAMMA Investing | 2.1k | $106k | 0% | Dec 2025 |
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| IFP Advisors | 2.0k | $100k | 0% | Sep 2025 |
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| Larson Financial Group | 2.0k | $100k | 0% | Sep 2025 |
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| Farther Finance Advisors | 1.4k | $70k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 796.00 | $40k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 509.00 | $25k | 1% | Sep 2025 |
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| CWM | 400.00 | $20k | -47% | Sep 2025 |
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| Horizon Investments | 29.00 | $1.4k | 0% | Sep 2025 |
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| Bell Investment Advisors | 26.00 | $1.3k | 0% | Sep 2025 |
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Who sold out of Dimensional California Municipal Bond ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Jun 2025 | 4.7M | $234M |
| Callan Family Office | Jun 2025 | 87k | $4.3M |
| CI Private Wealth | Jun 2025 | 5.2k | $257k |
| Navigoe | Jun 2025 | 2.0k | $98k |
| SCBT Financial Corporation | Jun 2025 | 315.00 | $16k |