Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
9.64M
-
Shares change
-
+195K
-
Total reported value, excl. options
-
$482M
-
Value change
-
+$9.75M
-
Number of buys
-
29
-
Number of sells
-
-6
-
Price
-
$50.05
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q4 2024
50 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q4 2024.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.64M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (4.28M shares), MERCER GLOBAL ADVISORS INC /ADV (3.84M shares), HighTower Advisors, LLC (608K shares), Citrine Capital LLC (204K shares), JANE STREET GROUP, LLC (117K shares), One Degree Advisors Inc (96.2K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (56.8K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (55.9K shares), COMMONWEALTH EQUITY SERVICES, LLC (51.5K shares), and TriaGen Wealth Management LLC (39.4K shares).
This table shows the top 49 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.