Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Total 13F shares
-
10,816,524
-
Share change
-
+1,181,169
-
Total reported value
-
$536,483,136
-
Price per share
-
$49.60
-
Number of holders
-
47
-
Value change
-
+$58,568,318
-
Number of buys
-
30
-
Number of sells
-
14
Institutional Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,816,524 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC, Citrine Capital LLC, One Degree Advisors Inc, Callan Family Office, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, COMMONWEALTH EQUITY SERVICES, LLC, One Capital Management, LLC, and Elmwood Wealth Management, Inc..
This page lists
47
institutional shareholders reporting positions in this security
for the Q1 2025 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.