Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Total 13F shares
-
9,635,355
-
Share change
-
+195,348
-
Total reported value
-
$482,253,570
-
Price per share
-
$50.05
-
Number of holders
-
49
-
Value change
-
+$9,772,245
-
Number of buys
-
30
-
Number of sells
-
6
Institutional Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q4 2024
As of 31 Dec 2024,
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,635,355 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC, Citrine Capital LLC, JANE STREET GROUP, LLC, One Degree Advisors Inc, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, COMMONWEALTH EQUITY SERVICES, LLC, and TriaGen Wealth Management LLC.
This page lists
49
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.