Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Number of holders
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23
-
Total 13F shares, excl. options
-
7.66M
-
Shares change
-
+1.24M
-
Total reported value, excl. options
-
$386M
-
Value change
-
+$62.7M
-
Number of buys
-
20
-
Number of sells
-
-2
-
Price
-
$50.42
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q1 2024
25 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q1 2024.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.66M shares
.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (3.71M shares), ENVESTNET ASSET MANAGEMENT INC (3.37M shares), HighTower Advisors, LLC (364K shares), JANE STREET GROUP, LLC (50.8K shares), COMMONWEALTH EQUITY SERVICES, LLC (46.2K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (21.1K shares), TriaGen Wealth Management LLC (14.7K shares), True Link Financial Advisors, LLC (11.7K shares), Tortoise Investment Management, LLC (11.2K shares), and FMB WEALTH MANAGEMENT (11.1K shares).
This table shows the top 23 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.