Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CALIF MUN BD ETF
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Number of holders
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6
-
Total 13F shares, excl. options
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5.84M
-
Shares change
-
+5.62M
-
Total reported value, excl. options
-
$286M
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Value change
-
+$285M
-
Number of buys
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5
-
Number of sells
-
-2
-
Price
-
$48.90
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q3 2023
8 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q3 2023.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.84M shares
.
Largest 8 shareholders include MERCER GLOBAL ADVISORS INC /ADV (2.9M shares), ENVESTNET ASSET MANAGEMENT INC (2.85M shares), JANE STREET GROUP, LLC (76.5K shares), OLD MISSION CAPITAL LLC (7.45K shares), Tortoise Investment Management, LLC (6.66K shares), IFP Advisors, Inc (2.01K shares), FLOW TRADERS U.S. LLC (0 shares), and DIMENSIONAL FUND ADVISORS LP (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.