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Get Institutions for : 
Dfa Dimensional California Municipal Bond Etf (DFCA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    11
Total shares held : 
6,408,676  
% of shares held : 
71.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
563,595  
% of shares held change : 
  6.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 86,050
 1.34%
 
Increased Positions :
3
 544,634
 8.5%
 
Unchanged Positions :
1
 2,396
 0.04%
 
Decreased Positions :
2
-59,642
-0.93%
 
Closed Positions :
1
-7,447
-0.12%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1209 *New 2024-03-31 21,065 $1,062,000 21,065
   True Link Financial Advisors LLC 36 *New 2024-03-31 11,700 $590,000 11,700
   FIRST NATIONAL BANK SIOUX FALLS 92 *New 2024-03-31 7,500 $378,000 7,500
   RSM US WEALTH MANAGEMENT LLC 502 *New 2024-03-31 6,626 $334,000 6,626
   J P MORGAN CHASE & CO 4241 *New 2024-03-31 3,626 $183,000 3,626
   ANGELES WEALTH MANAGEMENT LLC 240 *New 2024-03-31 2,002 $101,000 2,002
   Strategic Investment Solutions Inc. /IL 162 *New 2023-12-31 1,992 $101,000 1,992
   CoreFirst Bank & Trust 214 *New 2024-03-31 1,032 $52,000 1,032
   UBS Group AG 6604 *New 2024-03-31 47 $2,000 47

  9 Records found
  1    
  Page 1 of 1
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