CUSIP 25434V633CALIF MUN BD ETFDFCAQ4 2025
Aggregate 13F value by quarter
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68 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 6.14M | $307.42M | +910.2K | Added |
| 2 | Hightower Advisors, LLC | 1.01M | $50.82M | +45.3K | Added |
| 3 | Citrine Capital LLC | 584.7K | $29.28M | −132.5K | Reduced |
| 4 | Savvy Advisors, Inc. | 165.3K | $8.28M |
| +1.3K |
| Added |
| 5 | Signature Resources Capital Management, LLC | 104.0K | $5.21M | +5.2K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 84.6K | $4.24M | +4.3K | Added |
| 7 | Elmwood Wealth Management, Inc. | 82.2K | $4.11M | +19.3K | Added |
| 8 | One Capital Management, LLC | 60.1K | $3.01M | +13.1K | Added |
| 9 | Vise Technologies, Inc. | 54.2K | $2.71M | +54.2K | New |
| 10 | Root Financial Partners, LLC | 54.2K | $2.71M | +1.8K | Added |
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