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Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$142.09M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$36.78M
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DFCA Institutional Buying and Selling by Quarter

Dimensional California Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC29,090$1.44M0.0%-75.1%0.348%
5/15/2025 OLD Mission Capital LLC11,299$560K0.0%-61.7%0.139%
5/15/2025 Tortoise Investment Management LLC6,779$336K0.0%+74.8%0.084%
5/13/2025 TriaGen Wealth Management LLC39,109$1.94M0.7%-0.6%0.483%
5/13/2025 Callan Family Office LLC86,700$4.30M0.3%N/A1.070%
5/13/2025 HighTower Advisors LLC796,644$39.51M0.1%+30.9%9.835%
5/12/2025 One Degree Advisors Inc97,725$4.85M2.0%+1.6%1.206%
5/9/2025 Atria Wealth Solutions Inc.5,090$252K0.0%N/A0.063%
5/7/2025 Prospect Financial Group LLC17,108$849K1.1%+130.9%0.211%
4/29/2025 Envestnet Asset Management Inc.4,423,967$219.43M0.1%+3.5%54.617%
4/28/2025 Elmwood Wealth Management Inc.41,390$2.05M0.8%+135.4%0.511%
4/28/2025 Red Lighthouse Investment Management LLC6,448$325K0.1%+7.5%0.080%
4/25/2025 Root Financial Partners LLC25,538$1.27M0.1%+32.6%0.310%
4/23/2025 RAM Investment Partners LLC13,584$674K0.2%+66.8%0.165%
4/23/2025 Citrine Capital LLC642,084$31.85M19.9%+215.0%7.783%
4/21/2025 True Link Financial Advisors LLC13,860$687K0.1%+5.7%0.168%
4/21/2025 Roberts Wealth Advisors LLC10,175$505K0.2%N/A0.123%
4/16/2025 Wealth Enhancement Advisory Services LLC65,728$3.26M0.0%+15.8%0.797%
4/16/2025 Signature Resources Capital Management LLC28,999$1.44M1.2%+152.4%0.352%
4/15/2025 Fiduciary Financial Group LLC14,384$701K0.1%+99.6%0.174%
4/15/2025 First National Bank Sioux Falls12,000$595K0.2%+9.1%0.145%
3/17/2025 Wealth Enhancement Advisory Services LLC56,750$2.84M0.0%+43.1%0.698%
2/17/2025 EP Wealth Advisors LLC7,706$386K0.0%N/A0.143%
2/17/2025 Citadel Advisors LLC6,209$311K0.0%N/A0.115%
2/14/2025 Mercer Global Advisors Inc. ADV3,837,026$192.04M0.5%-13.9%71.056%
2/14/2025 Jane Street Group LLC117,016$5.86M0.0%+252.4%2.167%
2/14/2025 Navigoe LLC1,990$99K0.1%N/A0.037%
2/14/2025 Susquehanna International Group LLP55,879$2.80M0.0%+1,010.5%1.035%
2/13/2025 One Degree Advisors Inc96,178$4.82M2.0%+7.8%1.781%
2/13/2025 Envestnet Asset Management Inc.4,275,552$213.99M0.1%+9.5%79.177%
2/12/2025 Martin Worley Group9,064$454K0.3%N/A0.168%
2/12/2025 OLD Mission Capital LLC29,531$1.48M0.0%+3.7%0.547%
2/12/2025 Life Planning Partners Inc99,700$4.99M0.7%N/A1.846%
2/12/2025 JPMorgan Chase & Co.1,133$57K0.0%N/A0.021%
2/11/2025 Prospect Financial Group LLC7,410$371K0.5%N/A0.137%
2/10/2025 Commonwealth Equity Services LLC51,453$2.58M0.0%+9.2%0.953%
2/10/2025 Farther Finance Advisors LLC1,404$70K0.0%N/A0.026%
2/10/2025 Parkworth Wealth Management Inc.3,335$167K0.1%N/A0.062%
2/7/2025 HighTower Advisors LLC608,450$30.45M0.0%+38.1%11.268%
2/7/2025 Tortoise Investment Management LLC3,879$194K0.0%-45.2%0.072%
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2/6/2025 One Capital Management LLC13,535$677K0.0%+23.9%0.251%
1/30/2025 Root Financial Partners LLC19,255$964K0.1%+18.5%0.357%
1/30/2025 Life Planning Partners Inc99,700$4.99M0.0%N/A1.846%
1/29/2025 FMB Wealth Management12,458$624K0.4%+3.6%0.231%
1/29/2025 Savant Capital LLC34,870$1.75M0.0%N/A0.646%
1/28/2025 RAM Investment Partners LLC8,144$408K0.1%+18.6%0.151%
1/27/2025 Citrine Capital LLC203,819$10.20M7.5%N/A3.774%
1/23/2025 TriaGen Wealth Management LLC39,362$1.97M0.7%+5.2%0.729%
1/17/2025 Signature Resources Capital Management LLC11,490$575K0.5%+13.4%0.213%
1/16/2025 True Link Financial Advisors LLC13,110$656K0.1%+9.7%0.243%
1/14/2025 Apella Capital LLC10,683$535K0.0%N/A0.198%
1/14/2025 Fiduciary Financial Group LLC7,205$359K0.1%+35.0%0.133%
1/13/2025 Elmwood Wealth Management Inc.17,580$880K0.4%N/A0.326%
11/15/2024 Jane Street Group LLC33,208$1.68M0.0%N/A0.615%
11/15/2024 HighTower Advisors LLC440,494$22.33M0.0%+1.2%8.157%
11/12/2024 Larson Financial Group LLC2,000$101K0.0%N/A0.037%
10/29/2024 First National Bank Sioux Falls11,000$557K0.3%+46.7%0.204%
10/24/2024 Wealth Enhancement Advisory Services LLC39,668$2.01M0.0%+85.9%0.735%
10/22/2024 RAM Investment Partners LLC6,869$348K0.1%+4.6%0.127%
10/19/2024 One Degree Advisors Inc89,188$4.52M1.9%N/A1.652%
10/18/2024 TriaGen Wealth Management LLC37,422$1.90M0.6%+73.2%0.693%
10/8/2024 Evanson Asset Management LLC5,785$293K0.0%N/A0.107%
8/30/2024 Strategic Investment Solutions Inc. IL2,020$102K0.0%N/A0.037%
8/12/2024 Mercer Global Advisors Inc. ADV3,989,726$199.81M0.5%+7.5%73.884%
8/8/2024 Envestnet Asset Management Inc.3,555,339$178.05M0.1%+5.5%65.840%
8/2/2024 Tortoise Investment Management LLC6,102$306K0.0%-45.6%0.113%
7/31/2024 Commonwealth Equity Services LLC45,538$2.28M0.0%-1.4%0.843%
7/30/2024 RAM Investment Partners LLC6,567$329K0.1%+17.4%0.122%
7/19/2024 Signature Resources Capital Management LLC10,176$510K0.4%+324.7%0.188%
7/18/2024 TriaGen Wealth Management LLC21,607$1.08M0.4%+46.5%0.400%
7/18/2024 Fiduciary Financial Group LLC5,336$268K0.1%N/A0.099%
7/16/2024 Wealth Enhancement Advisory Services LLC21,333$1.07M0.0%+1.3%0.395%
7/12/2024 True Link Financial Advisors LLC11,950$598K0.1%+2.1%0.221%
5/15/2024 CoreFirst Bank & Trust1,032$52K0.0%N/A0.019%
5/9/2024 Angeles Wealth Management LLC2,002$101K0.0%N/A0.037%
5/2/2024 Choreo LLC6,626$334K0.0%N/A0.127%
4/29/2024 Commonwealth Equity Services LLC46,183$2.33M0.0%+1.3%0.888%
4/29/2024 RAM Investment Partners LLC5,592$282K0.1%+4.4%0.108%
4/23/2024 TriaGen Wealth Management LLC14,746$743K0.3%+200.0%0.284%
4/19/2024 True Link Financial Advisors LLC11,700$590K0.1%N/A0.225%
4/16/2024 Wealth Enhancement Advisory Services LLC21,065$1.06M0.0%N/A2.633%
4/16/2024 First National Bank Sioux Falls7,500$378K0.2%N/A0.938%
2/13/2024 Envestnet Asset Management Inc.3,023,877$153.43M0.1%+6.1%377.985%
2/9/2024 Corient Private Wealth LLC10,180$517K0.0%N/A1.273%
2/6/2024 Signature Resources Capital Management LLC2,396$122K0.1%N/A0.300%
2/2/2024 Red Lighthouse Investment Management LLC4,967$252K0.1%N/A0.621%
1/29/2024 Perigon Wealth Management LLC8,000$406K0.0%N/A1.000%
1/23/2024 TriaGen Wealth Management LLC4,915$249K0.1%N/A0.614%
1/8/2024 RAM Investment Partners LLC5,355$272K0.1%N/A0.669%
11/15/2023 Mercer Global Advisors Inc. ADV2,901,103$141.85M0.5%N/A362.638%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
11/13/2023 Envestnet Asset Management Inc.2,848,993$139.30M0.1%N/A356.124%
10/12/2023 IFP Advisors Inc2,006$98K0.0%N/A0.251%
(Data available from 1/1/2016 forward)

DFCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFCA shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Dimensional California Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($219.43M), Mercer Global Advisors Inc. ADV ($192.04M), HighTower Advisors LLC ($39.51M), Citrine Capital LLC ($31.85M), Life Planning Partners Inc ($4.99M), One Degree Advisors Inc ($4.85M), and Callan Family Office LLC ($4.30M).Learn more on DFCA's institutional investors.

Which institutional investors have been buying Dimensional California Municipal Bond ETF stock?

Of the 45 institutional investors that purchased Dimensional California Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.73M), Mercer Global Advisors Inc. ADV ($3.18M), Citrine Capital LLC ($642.08K), HighTower Advisors LLC ($361.24K), Life Planning Partners Inc ($199.40K), Jane Street Group LLC ($117.02K), and One Degree Advisors Inc ($97.73K).

How much institutional buying is happening at Dimensional California Municipal Bond ETF?

Institutional investors have bought a total of 8,868,563 shares in the last 24 months. This purchase volume represents approximately $437.09M in transactions.

Which Dimensional California Municipal Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Dimensional California Municipal Bond ETF stock in the last 24 months: Mercer Global Advisors Inc. ADV ($620.45K), Jane Street Group LLC ($87.93K), OLD Mission Capital LLC ($18.23K), Tortoise Investment Management LLC ($8.32K), Commonwealth Equity Services LLC ($645.00), and TriaGen Wealth Management LLC ($253.00).

How much institutional selling is happening at Dimensional California Municipal Bond ETF?

Institutional investors have sold a total of 735,819 shares in the last 24 months. This volume of shares sold represents approximately $36.78M in transactions.


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This page (NYSEARCA:DFCA) was last updated on 5/22/2025 by MarketBeat.com Staff
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