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

$50.32+0.03 (+0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.0700000029280004e+271T

% of Float Held

—

QoQ Change in Holders

+13 / -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
MERCER GLOBAL ADVISORS INC /ADVIncreased+910K+$46.5B
Citrine Capital LLCNew Position+585K+$29.3B
Savvy Advisors, Inc.New Position+165K+$8.3B
Signature Resources Capital Management, LLCNew Position+104K+$5.2B
Elmwood Wealth Management, Inc.New Position+82K+$4.1B
Root Financial Partners, LLCNew Position+54K+$2.7B
TriaGen Wealth Management LLCNew Position+53K+$2.7B
Vise Technologies, Inc.New Position+54K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+41K+$2.0B
Elequin Capital, LPNew Position+34K+$1.7B
LODESTAR PRIVATE ASSET MANAGEMENT LLCNew Position+22K+$1.1B
WESPAC Advisors SoCal, LLCNew Position+18K+$915.0M
RAM Investment Partners, LLCNew Position+16K+$793.0M
True Link Financial Advisors, LLCNew Position+13K+$666.0M
Nautilus Advisors LLCIncreased+10K+$516.7M

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
JANE STREET GROUP, LLCClosed Position-6K-$308.6M
IFP Advisors, IncDecreased-1-$99.8M
Tortoise Investment Management, LLCDecreased-1K-$58.2M
Parkwoods Wealth Partners, LLCDecreased-498-$23.7M
FLOW TRADERS U.S. LLCClosed Position-12K-$596K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV6,138,572$307.0B467.98%Share
2Citrine Capital LLC584,663$29.3B13.59%Share
3Savvy Advisors, Inc.165,328$8.3B0.27%Share
4Signature Resources Capital Management, LLC104,038$5.2B2.63%Share
5Elmwood Wealth Management, Inc.82,164$4.1B1.30%Share
6Root Financial Partners, LLC54,171$2.7B0.14%Share
7TriaGen Wealth Management LLC53,456$2.7B0.69%Share
8COMMONWEALTH EQUITY SERVICES, LLC41,398$2.0B2.67%Share
9Vise Technologies, Inc.54,171$2.0B39.18%Share
10Elequin Capital, LP34,156$1.7B0.13%Share
11LODESTAR PRIVATE ASSET MANAGEMENT LLC22,124$1.1B0.11%Share
12OLD MISSION CAPITAL LLC20,994$1.1B0.02%Share
13Nautilus Advisors LLC20,311$1.0B0.66%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP33,672$1.0B0.12%Share
15OSAIC HOLDINGS, INC.21,239$1.0B1.46%Share
16Parkshore Wealth Management, Inc.19,187$960.0M0.36%Share
17WESPAC Advisors SoCal, LLC18,288$915.0M0.18%Share
18RAM Investment Partners, LLC15,842$793.0M0.14%Share
19True Link Financial Advisors, LLC13,310$666.0M0.04%Share
20FIDUCIARY FINANCIAL GROUP, LLC10,397$520.0M0.07%Share
21Pallas Capital Advisors LLC10,000$500.0M0.02%Share
22RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC9,068$454.0M0.16%Share
23Roberts Wealth Advisors, LLC8,437$422.0M0.11%Share
24Farther Finance Advisors, LLC7,041$352.0M3.77%Share
25Hurlow Wealth Management Group, Inc.6,966$348.0M0.09%Share
26Tortoise Investment Management, LLC6,590$330.0M0.03%Share
27Fermata Advisors, LLC6,226$311.0M0.07%Share
28Kaizen Financial Strategies5,903$295.0M0.13%Share
29Shore Point Advisors, LLC5,515$276.0M0.12%Share
30Parkwoods Wealth Partners, LLC5,436$272.0M0.08%Share
31Gradient Capital Advisors, LLC5,386$269.0M0.07%Share
32BIRCH FINANCIAL GROUP, LLC4,065$203.0M0.12%Share
33FIRST NATIONAL BANK SIOUX FALLS4,046$202.0M0.06%Share
34GAMMA Investing LLC2,115$105.0M0.01%Share
35HighTower Advisors, LLC1,014,703$50.0M0.05%Share
36One Degree Advisors Inc115,162$5.8M1.59%Share
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC84,562$4.2M0.01%Share
38One Capital Management, LLC60,129$3.0M0.09%Share
39Bell Investment Advisors, Inc27$1.3M0.00%Share
40marrick wealth, LLC25,241$1.3M1.03%Share
41Foundry Financial LLC21,754$1.1M0.57%Share
42Horizon Investments, LLC30$1.0M0.01%Share
43Savant Capital, LLC27,278$1.0M0.01%Share
44LPL Financial LLC21,591$1.0M0.00%Share
45SCRATCH CAPITAL LLC18,505$926K0.61%Share
46Burton Enright Welch18,192$911K0.13%Share
47Prospect Financial Group LLC18,143$908K0.84%Share
48SB Capital Management Inc14,714$736K0.27%Share
49Apella Capital, LLC7,389$370K0.01%Share
50Brookstone Capital Management6,984$349K0.00%Share

DFCA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202568$378.4B+35
Q3 202533$326.2B-16
Q2 202549$348.5B+3
Q1 202546$526.9B+3
Q4 202443$1.4T+20
Q3 202423$202.2T+3
Q2 202420$178.6T+4
Q1 202416$172.4T—

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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 $307.0B in shares. This quarter, 13 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 $307.0B in shares.

Is institutional ownership of DFCA increasing or decreasing?

This quarter, 13 institutions opened new positions in DFCA and 4 closed their positions.