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Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership

$47.86 -0.15 (-0.32%)
As of 09:46 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$145.64M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.30M
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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
10/14/2026Roberts Wealth Advisors LLC4,624$220K0.0%-27.9%0.042%
10/14/2026Citrine Capital LLC1,086,775$51.81M17.5%+8.5%9.791%
10/9/2026Kaizen Financial Strategies7,182$342K0.1%+39.3%0.061%
10/8/2026Apella Capital LLC25,666$1.22M0.0%+142.6%0.219%
10/7/2026Nautilus Advisors LLC20,399$972K0.6%-15.7%0.174%
9/23/2026Envestnet Asset Management Inc.8,056$404K0.0%+48.0%0.056%
9/9/2026Tortoise Investment Management LLC9,190$461K0.0%+39.5%0.064%
9/9/2026Integrated Wealth Concepts LLC53,670$2.69M0.0%+4.4%0.375%
8/23/2026Red Lighthouse Investment Management LLC11,083$556K0.2%+22.2%0.078%
8/22/2026Concurrent Investment Advisors LLC12,266$616K0.0%-5.3%0.086%
7/8/20263 Factor Indexing LLC3,380$170K0.1%N/A0.024%
7/8/2026RVW Wealth LLC10,711$537K0.0%-21.4%0.077%
7/8/2026Elmwood Wealth Management Inc.124,368$6.24M1.6%+5.6%0.888%
7/8/2026Shearwater Capital LLC4,709$236K0.1%+12.5%0.034%
7/8/2026Apella Capital LLC10,579$530K0.0%+14.3%0.076%
6/3/2026Parallel Advisors LLC19,157$955K0.0%+103.2%0.141%
5/7/2026Parallel Advisors LLC19,157$955K0.0%+103.2%0.141%
5/6/2026Independent Financial Group LLC5,189$259K0.0%N/A0.038%
5/4/2026V2 Financial group LLC9,940$496K0.2%N/A0.073%
5/1/2026Kaizen Financial Strategies4,869$244K0.1%-17.5%0.036%
5/1/2026Signature Resources Capital Management LLC111,994$5.58M2.6%+7.6%0.823%
4/27/2026Lodestar Private Asset Management LLC22,852$1.14M0.1%+3.3%0.168%
4/24/2026Root Financial Partners LLC72,217$3.60M0.2%+33.3%0.531%
4/24/2026Johnson Wealth Management LLC6,165$307K0.1%+5.3%0.045%
4/22/2026Foundry Financial LLC30,953$1.54M0.7%+42.3%0.228%
4/22/2026Citrine Capital LLC787,340$39.25M17.0%+34.7%5.789%
4/20/2026Apella Capital LLC9,252$465K0.0%+25.2%0.068%
4/18/2026Nautilus Advisors LLC23,478$1.17M0.8%+15.6%0.173%
4/17/2026Brookstone Capital Management5,998$299K0.0%-14.1%0.044%
4/16/2026Henrickson Nauta Wealth Advisors Inc.5,970$298K0.1%N/A0.044%
4/15/2026WESPAC Advisors SoCal LLC14,570$726K0.2%-20.3%0.107%
3/9/2026Corient Private Wealth LLC5,207$261K0.0%N/A0.040%
2/20/2026SB Capital Management Inc14,714$737K0.3%N/A0.114%
2/19/2026Corient Private Wealth LLC5,207$261K0.0%N/A0.040%
2/18/2026Mercer 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%
2/13/2026Burton Enright Welch18,192$911K0.1%N/A0.141%
2/13/2026marrick wealth LLC25,241$1.26M1.0%N/A0.196%
2/12/2026Commonwealth Equity Services LLC41,398$2.07M0.0%-5.3%0.321%
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2/12/2026RAM Investment Partners LLC15,842$793K0.1%+69.9%0.123%
2/11/2026Johnson Wealth Management LLC5,855$293K0.1%N/A0.045%
2/11/2026LPL Financial LLC21,591$1.08M0.0%+0.9%0.167%
2/11/2026Vise Technologies Inc.54,171$2.71M0.1%N/A0.420%
2/10/2026Goldman Sachs Group Inc.5,017$251K0.0%N/A0.039%
2/10/2026Root 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%
2/10/2026Savant Capital LLC27,278$1.37M0.0%+2.8%0.211%
2/9/2026Parkshore Wealth Management Inc.19,187$961K0.4%+8.4%0.149%
2/6/2026One Degree Advisors Inc115,162$5.77M1.6%+4.0%0.893%
2/6/2026Tortoise Investment Management LLC6,590$330K0.0%-15.4%0.051%
2/6/2026HighTower Advisors LLC1,014,703$50.82M0.1%+4.7%7.866%
1/30/2026First National Bank Sioux Falls4,046$203K0.1%-50.4%0.033%
1/27/2026TriaGen Wealth Management LLC53,456$2.68M0.7%+11.8%0.435%
1/27/2026Lodestar Private Asset Management LLC22,124$1.11M0.1%+1.3%0.180%
1/23/2026Farther Finance Advisors LLC7,041$353K0.0%+401.5%0.058%
1/23/2026Shore Point Advisors LLC5,515$276K0.1%N/A0.045%
1/22/2026Nautilus Advisors LLC20,311$1.02M0.7%+102.3%0.166%
1/21/2026Apella Capital LLC7,389$370K0.0%+40.1%0.061%
1/21/2026Kaizen Financial Strategies5,903$296K0.1%+23.8%0.048%
1/21/2026Signature Resources Capital Management LLC104,038$5.21M2.6%+5.2%0.853%
1/20/2026Citrine Capital LLC584,663$29.28M13.6%-18.5%4.792%
1/20/2026Savvy Advisors Inc.165,328$8.28M0.3%+0.8%1.355%
1/16/2026Red Lighthouse Investment Management LLC9,068$454K0.2%+21.4%0.075%
1/15/2026Parkwoods Wealth Partners LLC5,436$272K0.1%-8.4%0.045%
1/15/2026Brookstone Capital Management6,984$350K0.0%+62.2%0.058%
1/13/2026Scratch Capital LLC18,505$927K0.6%+36.9%0.153%
1/8/2026Elmwood Wealth Management Inc.82,164$4.12M1.3%+30.8%0.679%
1/8/2026Wealth Enhancement Advisory Services LLC84,562$4.24M0.0%+5.3%0.705%
1/7/2026WESPAC Advisors SoCal LLC18,288$916K0.2%+18.7%0.152%
1/1/2026JPMorgan 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%
11/17/2025Mercer Global Advisors Inc. ADV5,228,419$260.51M0.4%+16.7%46.682%
11/17/2025Integrated Wealth Concepts LLC45,706$2.28M0.0%N/A0.408%
11/14/2025One Capital Management LLC46,995$2.34M0.1%+51.6%0.420%
11/13/2025Tortoise Investment Management LLC7,792$388K0.0%+14.9%0.070%
11/13/2025Parallel Advisors LLC9,428$470K0.0%N/A0.084%
11/12/2025Nautilus Advisors LLC10,041$500K0.3%N/A0.090%
11/7/2025JPMorgan Chase & Co.21,779$1.09M0.0%+56.6%0.194%
11/7/2025HighTower Advisors LLC969,422$48.30M0.1%+14.8%8.656%
11/6/2025Prospect Financial Group LLC18,402$917K0.9%-2.5%0.164%
11/6/2025Elmwood Wealth Management Inc.62,840$3.13M1.1%+16.2%0.561%
11/6/2025Savvy Advisors Inc.164,040$8.17M0.4%N/A1.465%
11/5/2025Hurlow Wealth Management Group Inc.6,966$347K0.1%+6.2%0.062%
11/5/2025Savant Capital LLC26,546$1.32M0.0%-24.9%0.237%
11/3/2025RAM Investment Partners LLC9,327$465K0.1%+12.0%0.083%
10/31/2025Red Lighthouse Investment Management LLC7,468$372K0.1%+4.1%0.067%
10/29/2025Root Financial Partners LLC52,358$2.61M0.2%+57.3%0.472%
10/29/2025Wealth Enhancement Advisory Services LLC80,276$4.01M0.0%+21.4%0.723%
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10/28/2025Lodestar Private Asset Management LLC21,850$1.09M0.1%+23.4%0.197%
10/24/2025One Degree Advisors Inc110,682$5.51M1.7%+16.3%1.015%
10/22/2025TriaGen Wealth Management LLC47,824$2.38M0.6%+22.0%0.439%
10/22/2025WESPAC Advisors SoCal LLC15,409$768K0.2%N/A0.141%
10/22/2025Citrine Capital LLC717,136$35.73M16.5%+3.8%6.579%
10/21/2025First National Bank Sioux Falls8,151$406K0.1%-13.8%0.075%
10/20/2025Pure Financial Advisors LLC4,560$227K0.0%N/A0.042%
10/17/2025Apella Capital LLC5,275$265K0.0%N/A0.048%
10/16/2025Signature Resources Capital Management LLC98,877$4.93M2.7%+1.8%0.907%
10/15/2025Brookstone Capital Management4,305$214K0.0%N/A0.040%


DFCA Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 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), Citrine Capital LLC ($51.81M), HighTower Advisors LLC ($50.82M), Savvy Advisors Inc. ($8.28M), Elmwood Wealth Management Inc. ($6.24M), One Degree Advisors Inc ($5.77M), and Signature Resources Capital Management LLC ($5.58M).Learn more on Dimensional California Municipal Bond ETF's institutional investors.

Of the 73 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 ($1.01M), Envestnet Asset Management Inc. ($838.01K), 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 2,920,945 shares in the last 24 months. This purchase volume represents approximately $145.64M in transactions.

Of the 14 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), Nautilus Advisors LLC ($3.79K), 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 166,064 shares in the last 24 months. This volume of shares sold represents approximately $8.30M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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