Who Owns DFCA?
Dimensional - California Municipal Bond ETF — Institutional Ownership & 13F Holdings
$50.12
-0.01 (-0.02%)
Market Cap
$663.1M
Shares Outstanding
13,367,716
Institutional Holders
46
Total Inst. Value
$310.4M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
12
Closed Positions
9
Increased
19
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $208.4M | 4,201,497 |
| 2 | HighTower Advisors, LLC | $39.5M | 796,644 |
| 3 | Citrine Capital LLCNew | $31.8M | 642,084 |
| 4 | One Degree Advisors Inc | $4.8M | 97,725 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 65,728 |
| 6 | One Capital Management, LLC | $2.3M | 46,730 |
| 7 | JANE STREET GROUP, LLC | $2.3M | 46,490 |
| 8 | Elmwood Wealth Management, Inc.New | $2.1M | 41,390 |
| 9 | TriaGen Wealth Management LLCNew | $1.9M | 39,109 |
| 10 | Savant Capital, LLC | $1.7M | 35,071 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +364K | $208.4M |
| HighTower Advisors, LLC | +188K | $39.5M |
| Citrine Capital LLCNew | +642K | $31.8M |
| One Degree Advisors Inc | +2K | $4.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +26K | $3.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -71K | $2.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -40K | $779K |
| OLD MISSION CAPITAL LLC | -18K | $560K |
| FLOW TRADERS U.S. LLC | -13K | $302K |
| CITADEL ADVISORS LLC | -2K | $210K |
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Frequently Asked Questions
How many institutional investors hold DFCA?
As of Q1 2025, 46 institutional investors report holding DFCA (Dimensional - California Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most DFCA?
The largest institutional holder of DFCA is MERCER GLOBAL ADVISORS INC /ADV with $208.4M in shares.
Are institutions buying or selling DFCA?
This quarter, 12 institutions opened new positions in DFCA and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.