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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

  Page 1 of 1  
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            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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1209 *New 2024-03-31 21,065 $1,062,000 21,065
   TriaGen Wealth Management LLC 73 - 2024-03-31 14,746 $743,000 9,831
   True Link Financial Advisors LLC 36 *New 2024-03-31 11,700 $590,000 11,700
   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
   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
   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
   J P MORGAN CHASE & CO 4241 *New 2024-03-31 3,626 $183,000 3,626
   Advisor Group Holdings Inc. 4008 - 2024-03-31 2,571 $130,000 1,824
   Signature Resources Capital Management LLC 60 - 2024-03-31 2,396 $122,000 0
   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
   IFP Advisors Inc 1504 - 2023-12-31 1,003 $51,000 -1,003
   UBS Group AG 6604 *New 2024-03-31 47 $2,000 47
   Bell Investment Advisors Inc 1632 - 2024-03-31 25 $1,000 0
   PROEQUITIES INC. 4285 - 2024-03-31 0 $0 0
   FMR LLC 5255 *Closed 2024-03-31 0 $0 -20
   Perigon Wealth Management LLC 929 *Closed 2024-03-31 0 $0 -8,000
  26 Records found
  1    
  Page 1 of 1
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