DIMENSIONAL ETF TRUST CALIF MUN BD ETF is a security (CUSIP 25434V633) tracked across SEC portfolio filings. 85 institutional managers reported $502.7M on Form 13F as of 2026-06-30.
Showing 15 of 85 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $350.3M | 7,027,020 |
| Citrine Capital LLC | SAN FRANCISCO, CA | $50.3M | 1,001,570 |
| HighTower Advisors, LLC | CHICAGO, IL | $21.6M | 431,110 |
| Savvy Advisors, Inc. | NEW YORK, NY | $9.6M | 191,505 |
| Elmwood Wealth Management, Inc. | BERKELEY, CA | $6.2M | 124,368 |
| Signature Resources Capital Management, LLC | NEWPORT BEACH, CA | $5.5M | 109,573 |
| One Capital Management, LLC | WESTLAKE VILLAGE, CA | $3.6M | 72,498 |
| TriaGen Wealth Management LLC | Calabasas, CA | $3.6M | 71,160 |
| Root Financial Partners, LLC | ENCINITAS, CA | $3.2M | 63,917 |
| Vise Technologies, Inc. | NEW YORK, NY | $2.7M | 54,171 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $2.6M | 51,935 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $2.6M | 51,394 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $2.5M | 49,553 |
| Three Arch Wealth Management LLC | IRVINE, CA | $2.4M | 47,602 |
| Mariner, LLC | Overland Park, KS | $1.8M | 35,266 |