Free Trial

Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership

$50.44 +0.09 (+0.18%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$46.99M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional 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.

Skip Chart & View Institutional Buying and Selling Data

DFCA Institutional Buying and Selling by Quarter

Dimensional California Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Jane 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%
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.



This page (NYSEARCA:DFCA) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners