Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership $50.03 -0.18 (-0.36%) (As of 12/18/2024 05:11 PM ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)Number ofInstitutional Buyers(last 12 months)22TotalInstitutional Inflows(last 12 months)$46.99MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$288.46K Get DFCA Insider Trade Alerts Want to know when executives and insiders are buying or selling Dimensional California Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DFCA Institutional Buying and Selling by Quarter Ad Behind the MarketsWe recommended Palantir in 2021, now we’re recommending this...My research indicates there is only one investment that can meet AI's unprecedented demand for energy.Click to get the name and ticker symbol Dimensional California Municipal Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 Jane Street Group LLC33,208$1.68M0.0%N/A0.615% 11/15/2024 HighTower Advisors LLC440,494$22.33M0.0%+1.2%8.157% 11/12/2024Larson Financial Group LLC2,000$101K0.0%N/A0.037% 10/29/2024 First National Bank Sioux Falls11,000$557K0.3%+46.7%0.204% 10/24/2024 Wealth Enhancement Advisory Services LLC39,668$2.01M0.0%+85.9%0.735% 10/22/2024 RAM Investment Partners LLC6,869$348K0.1%+4.6%0.127% Get the Latest News and Ratings for DFCA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Dimensional California Municipal Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 10/19/2024One Degree Advisors Inc89,188$4.52M1.9%N/A1.652% 10/18/2024TriaGen Wealth Management LLC37,422$1.90M0.6%+73.2%0.693% 10/8/2024 Evanson Asset Management LLC5,785$293K0.0%N/A0.107% 8/30/2024 Strategic Investment Solutions Inc. IL2,020$102K0.0%N/A0.037% 8/12/2024 Mercer Global Advisors Inc. ADV3,989,726$199.81M0.5%+7.5%73.884% 8/8/2024 Envestnet Asset Management Inc.3,555,339$178.05M0.1%+5.5%65.840% 8/2/2024 Tortoise Investment Management LLC6,102$306K0.0%-45.6%0.113% 7/31/2024Commonwealth Equity Services LLC45,538$2.28M0.0%-1.4%0.843% 7/30/2024 RAM Investment Partners LLC6,567$329K0.1%+17.4%0.122% 7/19/2024 Signature Resources Capital Management LLC10,176$510K0.4%+324.7%0.188% 7/18/2024TriaGen Wealth Management LLC21,607$1.08M0.4%+46.5%0.400% 7/18/2024 Fiduciary Financial Group LLC5,336$268K0.1%N/A0.099% 7/16/2024 Wealth Enhancement Advisory Services LLC21,333$1.07M0.0%+1.3%0.395% 7/12/2024 True Link Financial Advisors LLC11,950$598K0.1%+2.1%0.221% 5/15/2024CoreFirst Bank & Trust1,032$52K0.0%N/A0.019% 5/9/2024 Angeles Wealth Management LLC2,002$101K0.0%N/A0.037% 5/2/2024 Choreo LLC6,626$334K0.0%N/A0.127% 4/29/2024Commonwealth Equity Services LLC46,183$2.33M0.0%+1.3%0.888% 4/29/2024 RAM Investment Partners LLC5,592$282K0.1%+4.4%0.108% 4/23/2024TriaGen Wealth Management LLC14,746$743K0.3%+200.0%0.284% 4/19/2024 True Link Financial Advisors LLC11,700$590K0.1%N/A0.225% 4/16/2024 Wealth Enhancement Advisory Services LLC21,065$1.06M0.0%N/A2.633% 4/16/2024 First National Bank Sioux Falls7,500$378K0.2%N/A0.938% 2/13/2024 Envestnet Asset Management Inc.3,023,877$153.43M0.1%+6.1%377.985% 2/9/2024 Corient Private Wealth LLC10,180$517K0.0%N/A1.273% 2/6/2024 Signature Resources Capital Management LLC2,396$122K0.1%N/A0.300% 2/2/2024 Red Lighthouse Investment Management LLC4,967$252K0.1%N/A0.621% 1/29/2024 Perigon Wealth Management LLC8,000$406K0.0%N/A1.000% 1/23/2024TriaGen Wealth Management LLC4,915$249K0.1%N/A0.614% 1/8/2024 RAM Investment Partners LLC5,355$272K0.1%N/A0.669% 11/15/2023 Mercer Global Advisors Inc. ADV2,901,103$141.85M0.5%N/A362.638% 11/13/2023 Envestnet Asset Management Inc.2,848,993$139.30M0.1%N/A356.124% 10/12/2023IFP Advisors Inc2,006$98K0.0%N/A0.251% (Data available from 1/1/2016 forward) DFCA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DFCA shares? During the previous two years, 24 institutional investors and hedge funds held shares of Dimensional California Municipal Bond ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($199.81M), Envestnet Asset Management Inc. ($178.05M), HighTower Advisors LLC ($22.33M), One Degree Advisors Inc ($4.52M), Commonwealth Equity Services LLC ($2.28M), Wealth Enhancement Advisory Services LLC ($2.01M), and TriaGen Wealth Management LLC ($1.90M).Learn more on DFCA's institutional investors. Which institutional investors have been buying Dimensional California Municipal Bond ETF stock? Of the 23 institutional investors that purchased Dimensional California Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.21M), Mercer Global Advisors Inc. ADV ($3.18M), One Degree Advisors Inc ($89.19K), Wealth Enhancement Advisory Services LLC ($39.67K), TriaGen Wealth Management LLC ($37.42K), Jane Street Group LLC ($33.21K), and True Link Financial Advisors LLC ($11.95K). How much institutional buying is happening at Dimensional California Municipal Bond ETF? Institutional investors have bought a total of 6,685,092 shares in the last 24 months. This purchase volume represents approximately $328.24M in transactions. Which Dimensional California Municipal Bond ETF major shareholders have been selling company stock? The following institutional investors have sold Dimensional California Municipal Bond ETF stock in the last 24 months: Tortoise Investment Management LLC ($5.12K), and Commonwealth Equity Services LLC ($645.00). How much institutional selling is happening at Dimensional California Municipal Bond ETF? Institutional investors have sold a total of 5,760 shares in the last 24 months. This volume of shares sold represents approximately $288.46K in transactions. Related Companies Invesco BulletShares 2027 High Yield Corporate Bond ETF Major Shareholders Inspire Corporate Bond ETF Major Shareholders Dimensional Global Sustainability Fixed Income ETF Major Shareholders Goldman Sachs Access U.S. Aggregate Bond ETF Major Shareholders InvescoBulletShares2033 Corporate Bond ETF Major Shareholders Nuveen ESG U.S. Aggregate Bond ETF Major Shareholders First Trust Intermediate Duration Investment Grade Corporate ETF Major Shareholders KraneShares Sustainable Ultra Short Duration Index ETF Major Shareholders iShares Interest Rate Hedged Corporate Bond ETF Major Shareholders Hartford Schroders Tax-Aware Bond ETF Major Shareholders This page (NYSEARCA:DFCA) was last updated on 12/19/2024 by MarketBeat.com Staff From Our PartnersDid You See Trump’s Bombshell Exec. Order 001?Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."Banyan Hill Publishing | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | SponsoredThe #1 Crypto for AIWe’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...Weiss Ratings | SponsoredElon Musk’s chilling warning for humanityThe 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...The Freeport Society | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | SponsoredVladimir Lenin was right…The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...Porter & Company | Sponsored⭕ [URGENT] Buy Alert just triggeredMy absolute favorite stock just hit a critical "buy now" trigger price.Behind the Markets | SponsoredCould This Tiny Device Help You Make an Extra $30k a Year?I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...Brownstone Research | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Dimensional California Municipal Bond ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Dimensional California Municipal Bond ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free DFCA Stock Alerts