Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Dfa Dimensional California Municipal Bond Etf (DFCA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MERCER GLOBAL ADVISORS INC /ADV 37 - 2024-03-31 3,710,761 $187,078,000 443,081
   ENVESTNET ASSET MANAGEMENT INC 288 - 2024-03-31 3,369,293 $169,863,000 345,416
   HIGHTOWER ADVISORS, LLC 493 - 2024-03-31 363,955 $18,348,000 359,715
   JANE STREET GROUP LLC 1961 - 2024-03-31 50,840 $2,563,000 33,007
   COMMONWEALTH EQUITY SERVICES LLC. 1661 - 2024-03-31 46,183 $2,328,000 574
   TriaGen Wealth Management LLC 73 - 2024-03-31 14,746 $743,000 9,831
   Tortoise Investment Management LLC 145 - 2024-03-31 11,217 $566,000 1,380
   CI Private Wealth LLC 1582 - 2024-03-31 10,714 $540,000 534
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 55 - 2024-03-31 6,448 $325,000 1,481
   RAM Investment Partners LLC 62 - 2024-03-31 5,592 $282,000 237
   Advisor Group Holdings Inc. 4008 - 2024-03-31 2,571 $130,000 1,824

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results