Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
8.21M
-
Shares change
-
+542K
-
Total reported value, excl. options
-
$411M
-
Value change
-
+$27.1M
-
Number of buys
-
16
-
Number of sells
-
-6
-
Price
-
$50.08
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q2 2024
29 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q2 2024.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.21M shares
.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (3.99M shares), ENVESTNET ASSET MANAGEMENT INC (3.56M shares), HighTower Advisors, LLC (435K shares), COMMONWEALTH EQUITY SERVICES, LLC (45.5K shares), GOLDMAN SACHS GROUP INC (35.5K shares), TriaGen Wealth Management LLC (21.6K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (21.3K shares), Root Financial Partners, LLC (13.5K shares), FMB WEALTH MANAGEMENT (12K shares), and True Link Financial Advisors, LLC (12K shares).
This table shows the top 26 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.