Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership

$50.24
-0.06 (-0.12%)
(As of 05/17/2024 06:40 PM ET)

Institutional Ownership Changes (13F Filings) for Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$294.99M
Number of
Institutional Sellers
(last 12 months)
0
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DFCA Institutional Buying and Selling by Quarter

Dimensional California Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 CoreFirst 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%
4/16/2024 First National Bank Sioux Falls7,500$378K0.2%N/A0.938%
2/13/2024 Envestnet Asset Management Inc.3,023,877$153.43M0.1%+6.1%377.985%
2/9/2024 Corient Private Wealth LLC10,180$517K0.0%N/A1.273%
2/6/2024 Signature Resources Capital Management LLC2,396$122K0.1%N/A0.300%
2/2/2024 Red 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%
11/15/2023 Mercer Global Advisors Inc. ADV2,901,103$141.85M0.5%N/A362.638%
11/13/2023 Envestnet 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, 16 institutional investors and hedge funds held shares of Dimensional California Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($153.43M), Mercer Global Advisors Inc. ADV ($141.85M), Commonwealth Equity Services LLC ($2.33M), Wealth Enhancement Advisory Services LLC ($1.06M), TriaGen Wealth Management LLC ($743K), True Link Financial Advisors LLC ($590K), and Corient Private Wealth LLC ($517K).Learn more on DFCA's institutional investors.

Which institutional investors have been buying Dimensional California Municipal Bond ETF stock?

Of the 16 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. ($3.02M), Mercer Global Advisors Inc. ADV ($2.90M), Wealth Enhancement Advisory Services LLC ($21.07K), TriaGen Wealth Management LLC ($14.75K), True Link Financial Advisors LLC ($11.70K), Corient Private Wealth LLC ($10.18K), and Perigon Wealth Management LLC ($8K).

How much institutional buying is happening at Dimensional California Municipal Bond ETF?

Institutional investors have bought a total of 6,023,366 shares in the last 24 months. This purchase volume represents approximately $294.99M in transactions.


This page (NYSEARCA:DFCA) was last updated on 5/20/2024 by MarketBeat.com Staff

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