Who Owns Dimensional - California Municipal Bond ETF (DFCA)?Hedge Fund & Institutional Holders

$50.30+0.10 (+0.20%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.070005000029281e+168T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$48.59$49.13$49.67$50.21$50.76Sep 24Jun 25Mar 26

DFCA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Citrine Capital LLCNew Position+585K+$29.3M
Savvy Advisors, Inc.New Position+165K+$8.3M
One Degree Advisors IncNew Position+115K+$5.8M
Signature Resources Capital Management, LLCNew Position+104K+$5.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+85K+$4.2M
Elmwood Wealth Management, Inc.New Position+82K+$4.1M
Root Financial Partners, LLCNew Position+54K+$2.7M
TriaGen Wealth Management LLCNew Position+53K+$2.7M
Vise Technologies, Inc.New Position+54K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+41K+$2.0M
Elequin Capital, LPNew Position+34K+$1.7M
marrick wealth, LLCNew Position+25K+$1.3M
LODESTAR PRIVATE ASSET MANAGEMENT LLCNew Position+22K+$1.1M
Foundry Financial LLCNew Position+22K+$1.1M
Savant Capital, LLCNew Position+27K+$1.0M

DFCA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCClosed Position-46K-$2.3B
JPMORGAN CHASE & CODecreased-10K-$1.1B
Willow Creek Wealth Management Inc.Closed Position-14K-$695.1M
Tortoise Investment Management, LLCDecreased-1K-$387.9M
JANE STREET GROUP, LLCClosed Position-6K-$308.6M
Parkwoods Wealth Partners, LLCDecreased-498-$295.4M
IFP Advisors, IncDecreased-1-$99.8M
FLOW TRADERS U.S. LLCClosed Position-12K-$596K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV6,138,572$307.0M0.47%Share
2HighTower Advisors, LLC1,014,703$50.0M0.05%Share
3Citrine Capital LLC584,663$29.3M13.59%Share
4Savvy Advisors, Inc.165,328$8.3M0.27%Share
5One Degree Advisors Inc115,162$5.8M1.59%Share
6Signature Resources Capital Management, LLC104,038$5.2M2.63%Share
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC84,562$4.2M0.01%Share
8Elmwood Wealth Management, Inc.82,164$4.1M1.30%Share
9One Capital Management, LLC60,129$3.0M0.09%Share
10Root Financial Partners, LLC54,171$2.7M0.14%Share
11TriaGen Wealth Management LLC53,456$2.7M0.69%Share
12Vise Technologies, Inc.54,171$2.0M0.04%Share
13COMMONWEALTH EQUITY SERVICES, LLC41,398$2.0M0.00%Share
14Elequin Capital, LP34,156$1.7M0.13%Share
15Bell Investment Advisors, Inc27$1.3M0.00%Share
16marrick wealth, LLC25,241$1.3M1.03%Share
17LODESTAR PRIVATE ASSET MANAGEMENT LLC22,124$1.1M0.11%Share
18Foundry Financial LLC21,754$1.1M0.57%Share
19OLD MISSION CAPITAL LLC20,994$1.1M0.02%Share
20Nautilus Advisors LLC20,311$1.0M0.66%Share
21OSAIC HOLDINGS, INC.21,239$1.0M0.00%Share
22Savant Capital, LLC27,278$1.0M0.01%Share
23LPL Financial LLC21,591$1.0M0.00%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP33,672$1.0M0.00%Share
25Parkshore Wealth Management, Inc.19,187$960K0.36%Share
26SCRATCH CAPITAL LLC18,505$926K0.61%Share
27WESPAC Advisors SoCal, LLC18,288$915K0.18%Share
28Burton Enright Welch18,192$911K0.13%Share
29Prospect Financial Group LLC18,143$908K0.84%Share
30RAM Investment Partners, LLC15,842$793K0.14%Share
31SB Capital Management Inc14,714$736K0.27%Share
32True Link Financial Advisors, LLC13,310$666K0.04%Share
33FIDUCIARY FINANCIAL GROUP, LLC10,397$520K0.07%Share
34Pallas Capital Advisors LLC10,000$500K0.02%Share
35RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC9,068$454K0.16%Share
36Roberts Wealth Advisors, LLC8,437$422K0.11%Share
37Apella Capital, LLC7,389$370K0.01%Share
38Farther Finance Advisors, LLC7,041$352K0.00%Share
39Brookstone Capital Management6,984$349K0.00%Share
40Hurlow Wealth Management Group, Inc.6,966$348K0.09%Share
41Tortoise Investment Management, LLC6,590$330K0.03%Share
42Fermata Advisors, LLC6,226$311K0.07%Share
43Kaizen Financial Strategies5,903$295K0.13%Share
44Johnson Wealth Management, LLC5,855$293K0.15%Share
45Shore Point Advisors, LLC5,515$276K0.12%Share
46Parkwoods Wealth Partners, LLC5,436$272K0.08%Share
47Gradient Capital Advisors, LLC5,386$269K0.07%Share
48Corient Private Wealth LLC5,207$260K0.00%Share
49Wheels Up Wealth, Inc.5,124$256K0.24%Share
50Retirement Planning Group, LLC4,593$230K0.01%Share

DFCA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202568$452.6M+35
Q3 202533$326.5B-16
Q2 202549$347.2B+3
Q1 202546$529.2B+3
Q4 202443$3.0T+20
Q3 202423$203.3T+3
Q2 202420$181.2T+4
Q1 202416$173.5T—

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As of Q4 2025, 50 institutional investors hold DFCA (Dimensional - California Municipal Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $307.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DFCA?

As of Q4 2025, 50 institutional investors report holding DFCA (Dimensional - California Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of DFCA?

The largest institutional holder of DFCA is MERCER GLOBAL ADVISORS INC /ADV with $307.0M in shares.

Is institutional ownership of DFCA increasing or decreasing?

This quarter, 15 institutions opened new positions in DFCA and 4 closed their positions.