Go Pro
→ Wall Street is staring at the wrong AI trade (From The Oxford Club) (Ad)tc pixel Free DFCA Stock Alerts

Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership

$49.78 -0.04 (-0.08%)
As of 11:30 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$141.48M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$8.20M
Get DFCA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional California Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFCA Institutional Buying and Selling by Quarter

Dimensional California Municipal Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 3 Factor Indexing LLC3,380$170K0.1%N/A0.024%
7/8/2026 RVW Wealth LLC10,711$537K0.0%-21.4%0.077%
7/8/2026 Elmwood Wealth Management Inc.124,368$6.24M1.6%+5.6%0.888%
7/8/2026 Shearwater Capital LLC4,709$236K0.1%+12.5%0.034%
7/8/2026 Apella Capital LLC10,579$530K0.0%+14.3%0.076%
6/3/2026 Parallel Advisors LLC19,157$955K0.0%+103.2%0.141%
5/7/2026 Parallel Advisors LLC19,157$955K0.0%+103.2%0.141%
5/6/2026 Independent Financial Group LLC5,189$259K0.0%N/A0.038%
5/4/2026 V2 Financial group LLC9,940$496K0.2%N/A0.073%
5/1/2026 Kaizen Financial Strategies4,869$244K0.1%-17.5%0.036%
5/1/2026 Signature Resources Capital Management LLC111,994$5.58M2.6%+7.6%0.823%
4/27/2026 Lodestar Private Asset Management LLC22,852$1.14M0.1%+3.3%0.168%
4/24/2026 Root Financial Partners LLC72,217$3.60M0.2%+33.3%0.531%
4/24/2026 Johnson Wealth Management LLC6,165$307K0.1%+5.3%0.045%
4/22/2026 Foundry Financial LLC30,953$1.54M0.7%+42.3%0.228%
4/22/2026 Citrine Capital LLC787,340$39.25M17.0%+34.7%5.789%
4/20/2026 Apella Capital LLC9,252$465K0.0%+25.2%0.068%
4/18/2026 Nautilus Advisors LLC23,478$1.17M0.8%+15.6%0.173%
4/17/2026 Brookstone Capital Management5,998$299K0.0%-14.1%0.044%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.5,970$298K0.1%N/A0.044%
4/15/2026 WESPAC Advisors SoCal LLC14,570$726K0.2%-20.3%0.107%
3/9/2026 Corient Private Wealth LLC5,207$261K0.0%N/A0.040%
2/20/2026SB Capital Management Inc14,714$737K0.3%N/A0.114%
2/19/2026 Corient Private Wealth LLC5,207$261K0.0%N/A0.040%
2/18/2026 Mercer Global Advisors Inc. ADV6,138,572$307.42M0.5%+17.4%47.586%
2/18/2026OLD Mission Capital LLC20,994$1.05M0.0%+9.9%0.163%
2/16/2026Mariner LLC19,433$973K0.0%+12.2%0.151%
2/13/2026 Burton Enright Welch18,192$911K0.1%N/A0.141%
2/13/2026 marrick wealth LLC25,241$1.26M1.0%N/A0.196%
2/12/2026 Commonwealth Equity Services LLC41,398$2.07M0.0%-5.3%0.321%
2/12/2026 RAM Investment Partners LLC15,842$793K0.1%+69.9%0.123%
2/11/2026 Johnson Wealth Management LLC5,855$293K0.1%N/A0.045%
2/11/2026 LPL Financial LLC21,591$1.08M0.0%+0.9%0.167%
2/11/2026 Vise Technologies Inc.54,171$2.71M0.1%N/A0.420%
2/10/2026Goldman Sachs Group Inc.5,017$251K0.0%N/A0.039%
2/10/2026 Root Financial Partners LLC54,171$2.71M0.1%+3.5%0.420%
2/10/2026One Capital Management LLC60,129$3.01M0.1%+27.9%0.466%
2/10/2026 Savant Capital LLC27,278$1.37M0.0%+2.8%0.211%
2/9/2026 Parkshore Wealth Management Inc.19,187$961K0.4%+8.4%0.149%
2/6/2026 One Degree Advisors Inc115,162$5.77M1.6%+4.0%0.893%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/6/2026 Tortoise Investment Management LLC6,590$330K0.0%-15.4%0.051%
2/6/2026 HighTower Advisors LLC1,014,703$50.82M0.1%+4.7%7.866%
1/30/2026 First National Bank Sioux Falls4,046$203K0.1%-50.4%0.033%
1/27/2026 TriaGen Wealth Management LLC53,456$2.68M0.7%+11.8%0.435%
1/27/2026 Lodestar Private Asset Management LLC22,124$1.11M0.1%+1.3%0.180%
1/23/2026 Farther Finance Advisors LLC7,041$353K0.0%+401.5%0.058%
1/23/2026 Shore Point Advisors LLC5,515$276K0.1%N/A0.045%
1/22/2026 Nautilus Advisors LLC20,311$1.02M0.7%+102.3%0.166%
1/21/2026 Apella Capital LLC7,389$370K0.0%+40.1%0.061%
1/21/2026 Kaizen Financial Strategies5,903$296K0.1%+23.8%0.048%
1/21/2026 Signature Resources Capital Management LLC104,038$5.21M2.6%+5.2%0.853%
1/20/2026 Citrine Capital LLC584,663$29.28M13.6%-18.5%4.792%
1/20/2026 Savvy Advisors Inc.165,328$8.28M0.3%+0.8%1.355%
1/16/2026 Red Lighthouse Investment Management LLC9,068$454K0.2%+21.4%0.075%
1/15/2026 Parkwoods Wealth Partners LLC5,436$272K0.1%-8.4%0.045%
1/15/2026 Brookstone Capital Management6,984$350K0.0%+62.2%0.058%
1/13/2026 Scratch Capital LLC18,505$927K0.6%+36.9%0.153%
1/8/2026 Elmwood Wealth Management Inc.82,164$4.12M1.3%+30.8%0.679%
1/8/2026 Wealth Enhancement Advisory Services LLC84,562$4.24M0.0%+5.3%0.705%
1/7/2026 WESPAC Advisors SoCal LLC18,288$916K0.2%+18.7%0.152%
1/1/2026 JPMorgan Chase & Co.21,779$1.09M0.0%+56.6%0.194%
11/17/2025Susquehanna International Group LLP26,176$1.30M0.0%N/A0.234%
11/17/2025Mariner LLC17,322$863K0.0%+291.0%0.155%
11/17/2025 Mercer Global Advisors Inc. ADV5,228,419$260.51M0.4%+16.7%46.682%
11/17/2025 Integrated Wealth Concepts LLC45,706$2.28M0.0%N/A0.408%
11/14/2025One Capital Management LLC46,995$2.34M0.1%+51.6%0.420%
11/13/2025 Tortoise Investment Management LLC7,792$388K0.0%+14.9%0.070%
11/13/2025 Parallel Advisors LLC9,428$470K0.0%N/A0.084%
11/12/2025 Nautilus Advisors LLC10,041$500K0.3%N/A0.090%
11/7/2025 JPMorgan Chase & Co.21,779$1.09M0.0%+56.6%0.194%
11/7/2025 HighTower Advisors LLC969,422$48.30M0.1%+14.8%8.656%
11/6/2025 Prospect Financial Group LLC18,402$917K0.9%-2.5%0.164%
11/6/2025 Elmwood Wealth Management Inc.62,840$3.13M1.1%+16.2%0.561%
11/6/2025 Savvy Advisors Inc.164,040$8.17M0.4%N/A1.465%
11/5/2025 Hurlow Wealth Management Group Inc.6,966$347K0.1%+6.2%0.062%
11/5/2025 Savant Capital LLC26,546$1.32M0.0%-24.9%0.237%
11/3/2025 RAM Investment Partners LLC9,327$465K0.1%+12.0%0.083%
10/31/2025 Red Lighthouse Investment Management LLC7,468$372K0.1%+4.1%0.067%
10/29/2025 Root Financial Partners LLC52,358$2.61M0.2%+57.3%0.472%
10/29/2025 Wealth Enhancement Advisory Services LLC80,276$4.01M0.0%+21.4%0.723%
10/28/2025 Lodestar Private Asset Management LLC21,850$1.09M0.1%+23.4%0.197%
10/24/2025 One Degree Advisors Inc110,682$5.51M1.7%+16.3%1.015%
10/22/2025 TriaGen Wealth Management LLC47,824$2.38M0.6%+22.0%0.439%
10/22/2025 WESPAC Advisors SoCal LLC15,409$768K0.2%N/A0.141%
10/22/2025 Citrine Capital LLC717,136$35.73M16.5%+3.8%6.579%
10/21/2025 First National Bank Sioux Falls8,151$406K0.1%-13.8%0.075%
10/20/2025Pure Financial Advisors LLC4,560$227K0.0%N/A0.042%
10/17/2025 Apella Capital LLC5,275$265K0.0%N/A0.048%
10/16/2025 Signature Resources Capital Management LLC98,877$4.93M2.7%+1.8%0.907%
10/15/2025 Brookstone Capital Management4,305$214K0.0%N/A0.040%
Now that SpaceX is public, buy this ticker (no, not SpaceX or Tesla) (Ad)

The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was the trigger. Benedict, who delivered a 279% return on cash in 2025 across a 20-year winning streak, says the listing launched what he calls the 'Final Phase of Elon's Master Plan.' He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.tc pixel

Watch the video now to get the ticker name and full trade details
10/15/2025 Scratch Capital LLC13,520$674K0.4%N/A0.125%
10/14/2025 Parkwoods Wealth Partners LLC5,934$296K0.1%N/A0.055%
10/10/2025 Fiduciary Financial Group LLC10,397$518K0.1%-27.7%0.096%
10/2/2025 GAMMA Investing LLC2,107$105K0.0%N/A0.022%
8/15/2025 EP Wealth Advisors LLC16,057$791K0.0%N/A0.174%
8/14/2025Jane Street Group LLC50,415$2.48M0.0%+73.3%0.531%
8/13/2025Flow Traders U.S. LLC11,971$590K0.0%+96.6%0.126%
8/12/2025 JPMorgan Chase & Co.13,909$685K0.0%+704.0%0.146%
8/11/2025 Root Financial Partners LLC33,291$1.64M0.2%+30.4%0.360%
8/8/2025 RAM Investment Partners LLC8,326$410K0.1%-38.7%0.090%


DFCA Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of Dimensional California Municipal Bond ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($307.42M), Envestnet Asset Management Inc. ($233.60M), HighTower Advisors LLC ($50.82M), Citrine Capital LLC ($39.25M), Savvy Advisors Inc. ($8.28M), Elmwood Wealth Management Inc. ($6.24M), and One Degree Advisors Inc ($5.77M).Learn more on Dimensional California Municipal Bond ETF's institutional investors.

Of the 75 institutional investors that purchased Dimensional California Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($1.66M), Citrine Capital LLC ($919.81K), Envestnet Asset Management Inc. ($835.40K), HighTower Advisors LLC ($531.52K), Life Planning Partners Inc ($199.40K), Savvy Advisors Inc. ($165.33K), and Jane Street Group LLC ($138.34K).

Institutional investors have bought a total of 2,833,221 shares in the last 24 months. This purchase volume represents approximately $141.48M in transactions.

Of the 12 institutional investors that sold Dimensional California Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citrine Capital LLC ($132.47K), Savant Capital LLC ($8.79K), First National Bank Sioux Falls ($5.41K), Fiduciary Financial Group LLC ($3.99K), WESPAC Advisors SoCal LLC ($3.72K), RVW Wealth LLC ($2.92K), and Commonwealth Equity Services LLC ($2.31K).

Institutional investors have sold a total of 163,792 shares in the last 24 months. This volume of shares sold represents approximately $8.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFCA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
BSEM Is Officially on Nasdaq... The Next Chapter Begins!
BioStem Technologies (NASDAQ: BSEM) debuted on Nasdaq August 7th, marking its move from OTC markets into a new...
Huge Alerts | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Gold buyout deals have handed shareholders overnight gains up to 79 percent
Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,...
Golden Portfolio | Sponsoredtc pixel
Who Really Gets Rich from IPOs?
Peter Thiel turned a $500,000 stake in Meta into nearly $1 billion by investing eight years before its IPO. Tr...
Weiss Ratings | Sponsoredtc pixel