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
Download as csv
Download as Excel
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 | 7.7M | $384M | 9% | Jun 2026 |
|
| Citrine Capital | 1.0M | $50M | 27% | Jun 2026 |
|
| HighTower Advisors | 431k | $22M | -59% | Jun 2026 |
|
| Savvy Advisors | 192k | $9.6M | 8% | Jun 2026 |
|
| Elmwood Wealth Management | 124k | $6.2M | 6% | Jun 2026 |
|
| One Degree Advisors | 122k | $6.1M | 4% | Jun 2026 |
|
| Signature Resources Capital Management | 110k | $5.5M | -2% | Jun 2026 |
|
| One Capital Management | 73k | $3.6M | 0% | Jun 2026 |
|
| TriaGen Wealth Management | 71k | $3.6M | 8% | Jun 2026 |
|
| Vise Technologies | 69k | $3.4M | 26% | Jun 2026 |
|
| Root Financial Partners | 64k | $3.2M | -11% | Jun 2026 |
|
| Integrated Wealth Concepts | 54k | $2.7M | 4% | Jun 2026 |
|
| Commonwealth Equity Services | 50k | $2.5M | 15% | Jun 2026 |
|
| Three Arch Wealth Management | 48k | $2.4M | 100% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 30k | $1.5M | 100% | Jun 2026 |
|
| Foundry Financial | 30k | $1.5M | -5% | Jun 2026 |
|
| Savant Capital Management | 27k | $1.4M | 1% | Jun 2026 |
|
| Laird Norton Tyee Trust | 27k | $1.3M | 100% | Jun 2026 |
|
| Advisor Group Holdings | 26k | $1.3M | 22% | Jun 2026 |
|
| Parallel Advisors | 26k | $1.3M | 34% | Jun 2026 |
|
| marrick wealth | 25k | $1.3M | 7% | Jun 2026 |
|
| Nautilus Advisors | 24k | $1.2M | 3% | Jun 2026 |
|
| LPL Financial | 24k | $1.2M | 4% | Jun 2026 |
|
| Elequin Capital | 23k | $1.1M | 100% | Jun 2026 |
|
| Lodestar Private Asset Management | 22k | $1.1M | -3% | Jun 2026 |
|
| Scratch Capital | 20k | $1.0M | 4% | Jun 2026 |
|
| Burton Enright Welch | 20k | $996k | 8% | Jun 2026 |
|
| Mariner Wealth Advisors | 18k | $901k | -49% | Jun 2026 |
|
| Prospect Financial Group | 18k | $901k | 0% | Jun 2026 |
|
| RAM Investment Partners | 17k | $855k | -2% | Jun 2026 |
|
| Raymond James Financial | 17k | $849k | 28% | Jun 2026 |
|
| Beacon Pointe Advisors | 14k | $705k | 100% | Jun 2026 |
|
| Jpmorgan Chase & Co | 13k | $674k | 100% | Jun 2026 |
|
| True Link Financial Advisors | 13k | $13M | 0% | Jun 2026 |
|
| Private Advisor | 13k | $643k | 100% | Jun 2026 |
|
| Concurrent Investment Advisors | 12k | $616k | -5% | Jun 2026 |
|
| Seeds Investor | 12k | $583k | 132% | Jun 2026 |
|
| Red Lighthouse Investment Management | 11k | $556k | 22% | Jun 2026 |
|
| Parkshore Wealth Management | 11k | $553k | -49% | Jun 2026 |
|
| Pathstone Holdings | 11k | $548k | 66% | Jun 2026 |
|
| RVW Wealth | 11k | $538k | -21% | Jun 2026 |
|
| Apella Capital | 11k | $530k | 14% | Jun 2026 |
|
| Fiduciary Financial Group | 10k | $522k | 0% | Jun 2026 |
|
| V2 Financial group | 10k | $522k | 5% | Jun 2026 |
|
| Tortoise Investment Management | 9.2k | $461k | 39% | Jun 2026 |
|
| Vistica Wealth Advisors | 8.3k | $416k | 100% | Jun 2026 |
|
| Envestnet Asset Management | 8.1k | $404k | 48% | Jun 2026 |
|
| Fmb Wealth Management | 8.0k | $404k | 100% | Jun 2026 |
|
| WESPAC Advisors SoCal | 7.5k | $376k | -49% | Jun 2026 |
|
| FLC Capital Advisors | 7.1k | $357k | 45% | Jun 2026 |
|
| Parkwoods Wealth Partners | 7.0k | $352k | 46% | Jun 2026 |
|
| Hurlow Wealth Management Group | 7.0k | $350k | 0% | Jun 2026 |
|
| Shore Point Advisors | 6.6k | $330k | 1% | Jun 2026 |
|
| Roberts Wealth Advisors | 6.4k | $322k | -25% | Jun 2026 |
|
| Seaside Wealth Management | 6.3k | $318k | 100% | Jun 2026 |
|
| Fermata Advisors | 6.3k | $316k | 1% | Jun 2026 |
|
| Gradient Capital Advisors | 6.3k | $314k | 16% | Jun 2026 |
|
| Farther Finance Advisors | 6.2k | $313k | -10% | Jun 2026 |
|
| Johnson Wealth Management | 6.2k | $309k | 0% | Jun 2026 |
|
| Brookstone Capital Management | 6.0k | $301k | 0% | Jun 2026 |
|
| Henrickson Nauta Wealth Advisors | 6.0k | $300k | 0% | Jun 2026 |
|
| Birch Financial Group | 5.6k | $279k | 37% | Jun 2026 |
|
| CI Private Wealth | 5.2k | $261k | 0% | Jun 2026 |
|
| Kaizen Financial Strategies | 5.2k | $259k | 6% | Jun 2026 |
|
| Two West Capital Advisors | 5.0k | $248k | 0% | Jun 2026 |
|
| Wheels Up Wealth | 4.9k | $246k | 0% | Jun 2026 |
|
| Old Mission Capital | 4.9k | $245k | 100% | Jun 2026 |
|
| Shearwater Capital | 4.7k | $236k | 12% | Jun 2026 |
|
| Jane Street | 4.7k | $234k | -91% | Jun 2026 |
|
| Retirement Planning Group | 4.6k | $233k | 1% | Jun 2026 |
|
| Pure Financial Advisors | 4.6k | $229k | 0% | Jun 2026 |
|
| Aspen Capital Management | 4.5k | $227k | 100% | Jun 2026 |
|
| First National Bank Sioux Falls | 4.1k | $208k | 0% | Jun 2026 |
|
| EP Wealth Advisors | 3.5k | $176k | 100% | Jun 2026 |
|
| 3 Factor Indexing | 3.4k | $170k | 100% | Jun 2026 |
|
| IFP Advisors | 2.0k | $101k | 0% | Jun 2026 |
|
| Larson Financial Group | 2.0k | $100k | 0% | Jun 2026 |
|
| Cambient Family Office | 1.5k | $73k | 100% | Jun 2026 |
|
| Hanson McClain Advisors | 796.00 | $40k | 0% | Jun 2026 |
|
| EverSource Wealth Advisors | 519.00 | $26k | 1% | Jun 2026 |
|
| CWM | 409.00 | $20k | 1% | Mar 2026 |
|
| Tower Research Capital | 334.00 | $17k | 0% | Jun 2026 |
|
| Horizon Investments | 30.00 | $1.5k | -50% | Jun 2026 |
|
| Bell Investment Advisors | 27.00 | $1.4k | 0% | Jun 2026 |
|
Who sold out of Dimensional California Municipal Bond ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 18k | $905k |
| Independent Financial Group | Mar 2026 | 5.2k | $259k |
| Goldman Sachs Group | Mar 2026 | 4.6k | $228k |