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 | 3.3M | $166M | 13% | Dec 2023 |
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| Commonwealth Equity Services | 46k | $2.3M | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 21k | $1.1M | 100% | Mar 2024 |
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| Jane Street | 18k | $905k | -77% | Dec 2023 |
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| TriaGen Wealth Management | 15k | $743k | 200% | Mar 2024 |
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| True Link Financial Advisors | 12k | $590k | 100% | Mar 2024 |
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| CI Private Wealth | 10k | $517k | 100% | Dec 2023 |
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| Tortoise Investment Management | 9.8k | $499k | 48% | Dec 2023 |
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| First National Bank Sioux Falls | 7.5k | $378k | 100% | Mar 2024 |
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| Rsm Us Wealth Management | 6.6k | $334k | 100% | Mar 2024 |
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| RAM Investment Partners | 5.6k | $282k | 4% | Mar 2024 |
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| Red Lighthouse Investment Management | 5.0k | $252k | 100% | Dec 2023 |
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| HighTower Advisors | 4.2k | $214k | 100% | Dec 2023 |
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| Signature Resources Capital Management | 2.4k | $122k | 0% | Mar 2024 |
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| IFP Advisors | 1.0k | $51k | -50% | Dec 2023 |
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| Advisor Group Holdings | 747.00 | $38k | 100% | Dec 2023 |
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| Bell Investment Advisors | 25.00 | $1.3k | 100% | Dec 2023 |
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Who sold out of Dimensional California Municipal Bond ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Perigon Wealth Management | Dec 2023 | 8.0k | $406k |