Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership $50.03 -0.02 (-0.04%) Closing price 01/31/2025 04:10 PM EasternExtended Trading$50.04 +0.00 (+0.01%) As of 01/31/2025 05:30 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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)28TotalInstitutional Inflows(last 12 months)$64.96MNumber 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? 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Email Address Skip Chart & View Institutional Buying and Selling Data DFCA Institutional Buying and Selling by Quarter Dimensional California Municipal Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/30/2025 Root Financial Partners LLC19,255$964K0.1%+18.5%0.357% 1/30/2025 Life Planning Partners Inc99,700$4.99M0.0%N/A1.846% 1/29/2025 FMB Wealth Management12,458$624K0.4%+3.6%0.231% 1/29/2025 Savant Capital LLC34,870$1.75M0.0%N/A0.646% 1/28/2025 RAM Investment Partners LLC8,144$408K0.1%+18.6%0.151% 1/27/2025 Citrine Capital LLC203,819$10.20M7.5%N/A3.774% 1/23/2025 TriaGen Wealth Management LLC39,362$1.97M0.7%+5.2%0.729% 1/17/2025 Signature Resources Capital Management LLC11,490$575K0.5%+13.4%0.213% 1/16/2025 True Link Financial Advisors LLC13,110$656K0.1%+9.7%0.243% 1/14/2025 Apella Capital LLC10,683$535K0.0%N/A0.198% 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. 1/14/2025 Fiduciary Financial Group LLC7,205$359K0.1%+35.0%0.133% 1/13/2025 Elmwood Wealth Management Inc.17,580$880K0.4%N/A0.326% 11/15/2024Jane Street Group LLC33,208$1.68M0.0%N/A0.615% 11/15/2024HighTower 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% 10/18/2024 TriaGen Wealth Management LLC37,422$1.90M0.6%+73.2%0.693% 10/8/2024 Evanson Asset Management LLC5,785$293K0.0%N/A0.107% 8/30/2024Strategic Investment Solutions Inc. IL2,020$102K0.0%N/A0.037% 8/12/2024Mercer Global Advisors Inc. ADV3,989,726$199.81M0.5%+7.5%73.884% 8/8/2024Envestnet Asset Management Inc.3,555,339$178.05M0.1%+5.5%65.840% 8/2/2024Tortoise 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% 7/18/2024 TriaGen 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% 4/23/2024 TriaGen 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% Do this Before Elon’s Reveal on April 23rd (Ad)Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.I urge you to watch this video now. 4/16/2024 First National Bank Sioux Falls7,500$378K0.2%N/A0.938% 2/13/2024Envestnet Asset Management Inc.3,023,877$153.43M0.1%+6.1%377.985% 2/9/2024Corient Private Wealth LLC10,180$517K0.0%N/A1.273% 2/6/2024 Signature Resources Capital Management LLC2,396$122K0.1%N/A0.300% 2/2/2024Red Lighthouse Investment Management LLC4,967$252K0.1%N/A0.621% 1/29/2024 Perigon Wealth Management LLC8,000$406K0.0%N/A1.000% 1/23/2024 TriaGen Wealth Management LLC4,915$249K0.1%N/A0.614% 1/8/2024 RAM Investment Partners LLC5,355$272K0.1%N/A0.669% 11/15/2023Mercer Global Advisors Inc. ADV2,901,103$141.85M0.5%N/A362.638% 11/13/2023Envestnet 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, 31 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), Citrine Capital LLC ($10.20M), Life Planning Partners Inc ($4.99M), One Degree Advisors Inc ($4.52M), and Commonwealth Equity Services LLC ($2.28M).Learn more on DFCA's institutional investors. Which institutional investors have been buying Dimensional California Municipal Bond ETF stock? Of the 30 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), Citrine Capital LLC ($203.82K), Life Planning Partners Inc ($99.70K), One Degree Advisors Inc ($89.19K), Wealth Enhancement Advisory Services LLC ($39.67K), and TriaGen Wealth Management LLC ($39.36K). How much institutional buying is happening at Dimensional California Municipal Bond ETF? Institutional investors have bought a total of 7,062,788 shares in the last 24 months. This purchase volume represents approximately $347.14M 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 Goldman Sachs Access U.S. Aggregate Bond ETF Major Shareholders Invesco BulletShares 2027 High Yield Corporate Bond ETF Major Shareholders Nuveen ESG U.S. Aggregate Bond ETF Major Shareholders Inspire Corporate Bond ETF Major Shareholders Dimensional Global Sustainability Fixed Income ETF Major Shareholders InvescoBulletShares2033 Corporate Bond ETF Major Shareholders First Trust Intermediate Duration Investment Grade Corporate ETF Major Shareholders iShares Interest Rate Hedged Corporate Bond ETF Major Shareholders Hartford Schroders Tax-Aware Bond ETF Major Shareholders SP Funds Dow Jones Global Sukuk ETF Major Shareholders This page (NYSEARCA:DFCA) was last updated on 2/1/2025 by MarketBeat.com Staff From Our PartnersElon’s #1 AI Stock” SET TO SOARForget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.Behind the Markets | SponsoredWill DeepSeek pop the AI bubble?An overseas AI rival sent shockwaves through the U.S. tech market last week... 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