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 | 7.0M | $350M | 14% | Mar 2026 |
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| HighTower Advisors | 1.0M | $52M | 3% | Mar 2026 |
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| Citrine Capital | 1.0M | $50M | 27% | Jun 2026 |
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| Savvy Advisors | 177k | $8.8M | 7% | Mar 2026 |
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| Elmwood Wealth Management | 124k | $6.2M | 6% | Jun 2026 |
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| One Degree Advisors | 118k | $5.9M | 2% | Mar 2026 |
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| Signature Resources Capital Management | 112k | $5.6M | 8% | Mar 2026 |
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| One Capital Management | 73k | $3.6M | 21% | Mar 2026 |
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| Root Financial Partners | 72k | $3.6M | 33% | Mar 2026 |
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| TriaGen Wealth Management | 66k | $3.3M | 24% | Mar 2026 |
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| Vise Technologies | 54k | $2.7M | 0% | Mar 2026 |
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| Jane Street | 52k | $2.6M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 51k | $2.6M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 43k | $2.2M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 35k | $1.8M | 81% | Mar 2026 |
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| Foundry Financial | 31k | $1.5M | 100% | Mar 2026 |
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| Savant Capital Management | 27k | $1.3M | -1% | Mar 2026 |
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| marrick wealth | 24k | $1.2M | 100% | Mar 2026 |
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| Nautilus Advisors | 24k | $1.2M | 16% | Mar 2026 |
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| Lodestar Private Asset Management | 23k | $1.1M | 3% | Mar 2026 |
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| LPL Financial | 23k | $1.1M | 5% | Mar 2026 |
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| Parkshore Wealth Management | 22k | $1.1M | 12% | Mar 2026 |
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| Advisor Group Holdings | 21k | $1.1M | 0% | Mar 2026 |
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| Burton Enright Welch | 20k | $996k | 8% | Jun 2026 |
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| Scratch Capital | 20k | $977k | 6% | Mar 2026 |
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| Parallel Advisors | 19k | $955k | 103% | Mar 2026 |
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| Citadel Advisors | 18k | $905k | 89% | Mar 2026 |
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| Prospect Financial Group | 18k | $896k | -1% | Mar 2026 |
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| RAM Investment Partners | 17k | $863k | 9% | Mar 2026 |
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| True Link Financial Advisors | 13k | $664k | 0% | Mar 2026 |
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| Raymond James Financial | 13k | $658k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 13k | $646k | 100% | Mar 2026 |
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| RVW Wealth | 11k | $538k | -21% | Jun 2026 |
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| Apella Capital | 11k | $530k | 14% | Jun 2026 |
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| Fiduciary Financial Group | 10k | $522k | 0% | Jun 2026 |
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| V2 Financial group | 9.9k | $496k | 100% | Mar 2026 |
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| Red Lighthouse Investment Management | 9.1k | $452k | 0% | Mar 2026 |
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| Roberts Wealth Advisors | 8.5k | $426k | 1% | Mar 2026 |
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| WESPAC Advisors SoCal | 7.5k | $376k | -49% | Jun 2026 |
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| Hurlow Wealth Management Group | 7.0k | $347k | 0% | Mar 2026 |
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| Tortoise Investment Management | 6.6k | $329k | 0% | Mar 2026 |
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| Pathstone Holdings | 6.6k | $329k | 0% | Mar 2026 |
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| Shore Point Advisors | 6.5k | $326k | 18% | Mar 2026 |
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| Fermata Advisors | 6.3k | $316k | 1% | Jun 2026 |
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| Farther Finance Advisors | 6.2k | $313k | -10% | Jun 2026 |
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| Johnson Wealth Management | 6.2k | $307k | 100% | Mar 2026 |
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| Brookstone Capital Management | 6.0k | $299k | -14% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 6.0k | $300k | 0% | Jun 2026 |
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| Envestnet Asset Management | 5.4k | $271k | 100% | Mar 2026 |
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| Gradient Capital Advisors | 5.4k | $269k | 0% | Mar 2026 |
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| CI Private Wealth | 5.2k | $260k | 0% | Mar 2026 |
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| Independent Financial Group | 5.2k | $259k | 100% | Mar 2026 |
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| Seeds Investor | 5.0k | $251k | 100% | Mar 2026 |
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| Two West Capital Advisors | 5.0k | $248k | 100% | Mar 2026 |
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| FLC Capital Advisors | 4.9k | $245k | 100% | Mar 2026 |
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| Wheels Up Wealth | 4.9k | $244k | 100% | Mar 2026 |
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| Kaizen Financial Strategies | 4.9k | $244k | -18% | Mar 2026 |
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| Parkwoods Wealth Partners | 4.8k | $239k | -12% | Mar 2026 |
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| Shearwater Capital | 4.7k | $236k | 12% | Jun 2026 |
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| Retirement Planning Group | 4.6k | $230k | 1% | Mar 2026 |
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| Pure Financial Advisors | 4.6k | $228k | 0% | Mar 2026 |
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| Goldman Sachs Group | 4.6k | $228k | -9% | Mar 2026 |
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| First National Bank Sioux Falls | 4.1k | $208k | 2% | Mar 2026 |
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| Birch Financial Group | 4.1k | $203k | 0% | Mar 2026 |
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| 3 Factor Indexing | 3.4k | $170k | 100% | Jun 2026 |
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| IFP Advisors | 2.0k | $100k | 0% | Mar 2026 |
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| Larson Financial Group | 2.0k | $100k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 796.00 | $40k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 516.00 | $26k | 1% | Mar 2026 |
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| CWM | 409.00 | $20k | 1% | Mar 2026 |
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| Tower Research Capital | 334.00 | $17k | 0% | Mar 2026 |
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| Horizon Investments | 60.00 | $3.0k | 100% | Mar 2026 |
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| Bell Investment Advisors | 27.00 | $1.3k | 0% | Mar 2026 |
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Who sold out of Dimensional California Municipal Bond ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 85k | $4.2M |
| Elequin Capital | Dec 2025 | 34k | $1.7M |
| Susquehanna International | Dec 2025 | 34k | $1.7M |
| Old Mission Capital | Dec 2025 | 21k | $1.1M |
| Pallas Capital Advisors | Dec 2025 | 10k | $501k |