Dimensional Calfornia MB ETFDFCAETF
13F holders, Q2 2026 (June 30)83holders +9
13new positions
3sold out
$50.18avg. 13F price*
At the end of Q2 2026, 83 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 9 from Q1 2026. 13 opened new positions and 3 sold out. The largest holders were Mercer Global Advisors Inc. ($385.3M), Citrine Capital LLC ($50.3M) and HighTower Advisors, LLC ($21.6M).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.2M |
| Exits | 3 | $1.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,133,514 shares bought and 743,019 shares sold, net +390,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Mercer Global Advisors Inc. | 0.48% | Add +9.3% | 7,677,438 | $385.3M |
| Citrine Capital LLC | 18.60% | Add +27.2% | 1,001,570 | $50.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -58.7% | 431,110 | $21.6M |
| Savvy Advisors, Inc. | 0.21% | Add +8.0% | 191,505 | $9.6M |
| Elmwood Wealth Management, Inc. | 1.56% | Add +5.6% | 124,368 | $6.2M |
| One Degree Advisors Inc | 1.37% | Add +3.8% | 122,336 | $6.1M |
| Signature Resources Capital Management, LLC | 2.17% | Reduce -2.2% | 109,573 | $5.5M |
| One Capital Management, LLC | 0.10% | No change | 72,498 | $3.6M |
| TriaGen Wealth Management LLC | 0.90% | Add +7.7% | 71,160 | $3.6M |
| Vise Technologies, Inc. | 0.04% | Add +26.4% | 68,467 | $3.4M |
| Root Financial Partners, LLC | 0.12% | Reduce -11.5% | 63,917 | $3.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.4% | 53,670 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.7% | 49,553 | $2.5M |
| Three Arch Wealth Management LLC | 0.37% | New | 47,602 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 29,721 | $1.5M |
| Foundry Financial LLC | 0.50% | Reduce -4.8% | 29,474 | $1.5M |
| Savant Capital, LLC | 0.00% | Add +0.6% | 27,057 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 26,500 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +22.0% | 25,909 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Add +34.0% | 25,673 | $1.3M |
| marrick wealth, LLC | 0.91% | Add +6.6% | 25,416 | $1.3M |
| Nautilus Advisors LLC | 0.71% | Add +3.0% | 24,187 | $1.2M |
| LPL Financial LLC | 0.00% | Add +4.1% | 23,606 | $1.2M |
| Elequin Capital, LP | 0.20% | New | 22,667 | $1.1M |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -3.1% | 22,146 | $1.1M |
| Scratch Capital LLC | 0.51% | Add +4.0% | 20,379 | $1.0M |
| Burton Enright Welch | 0.12% | Add +8.2% | 19,841 | $996K |
| Mariner, LLC | 0.00% | Reduce -49.1% | 17,963 | $901K |
| Prospect Financial Group LLC | 0.73% | Reduce -0.0% | 17,960 | $901K |
| RAM Investment Partners, LLC | 0.14% | Reduce -1.6% | 17,040 | $855K |
| Raymond James Financial Inc. | 0.00% | Add +28.3% | 16,928 | $849K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 14,046 | $705K |
| JPMorgan Chase & Co. | 0.00% | Add +23.0% | 13,442 | $674K |
| True Link Financial Advisors, LLC | 0.04% | No change | 13,310 | $668K |
| Private Advisor Group, LLC | 0.00% | New | 12,806 | $643K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.3% | 12,266 | $616K |
| Seeds Investor LLC | 0.06% | Add +131.6% | 11,609 | $583K |
| Red Lighthouse Investment Management, LLC | 0.17% | Add +22.2% | 11,083 | $556K |
| Parkshore Wealth Management, Inc. | 0.16% | Reduce -48.8% | 11,026 | $553K |
| Pathstone Holdings, LLC | 0.00% | Add +65.8% | 10,926 | $548K |
| RVW Wealth, LLC | 0.04% | Reduce -21.4% | 10,711 | $537K |
| Apella Capital, LLC | 0.01% | Add +14.3% | 10,579 | $530K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 10,397 | $522K |
| V2 Financial group LLC | 0.19% | Add +4.6% | 10,394 | $522K |
| Tortoise Investment Management, LLC | 0.03% | Add +39.5% | 9,190 | $461K |
| Vistica Wealth Advisors, LLC | 0.36% | New | 8,280 | $415K |
| Envestnet Asset Management Inc. | 0.00% | Add +48.0% | 8,056 | $404K |
| FMB Wealth Management | 0.15% | New | 8,041 | $403K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -48.6% | 7,495 | $376K |
| FLC Capital Advisors | 0.06% | Add +44.8% | 7,110 | $357K |
| Parkwoods Wealth Partners, LLC | 0.06% | Add +46.2% | 7,007 | $352K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 6,966 | $350K |
| Shore Point Advisors, LLC | 0.11% | Add +0.7% | 6,575 | $330K |
| Roberts Wealth Advisors, LLC | 0.07% | Reduce -25.0% | 6,409 | $322K |
| Seaside Wealth Management, Inc. | 0.08% | New | 6,343 | $318K |
| Fermata Advisors, LLC | 0.06% | Add +0.7% | 6,301 | $316K |
| Gradient Capital Advisors, LLC | 0.07% | Add +16.1% | 6,254 | $314K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.1% | 6,237 | $313K |
| Johnson Wealth Management, LLC | 0.13% | No change | 6,165 | $309K |
| Brookstone Capital Management | 0.00% | No change | 5,998 | $301K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | No change | 5,970 | $300K |
| Birch Financial Group, LLC | 0.14% | Add +36.8% | 5,559 | $279K |
| Corient Private Wealth LP | 0.00% | No change | 5,207 | $261K |
| Kaizen Financial Strategies | 0.10% | Add +5.8% | 5,154 | $259K |
| Two West Capital Advisors LLC | 0.12% | No change | 4,965 | $248K |
| Wheels Up Wealth, Inc. | 0.21% | No change | 4,902 | $246K |
| Old Mission Capital LLC | 0.01% | New | 4,890 | $245K |
| Shearwater Capital LLC | 0.11% | Add +12.5% | 4,709 | $236K |
| Jane Street Group, LLC | 0.00% | Reduce -91.0% | 4,656 | $234K |
| Retirement Planning Group, LLC | 0.01% | Add +0.7% | 4,648 | $233K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -0.5% | 4,556 | $229K |
| Aspen Capital Management, LLC | 0.05% | New | 4,529 | $227K |
| First National Bank Sioux Falls | 0.06% | No change | 4,146 | $208K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,506 | $176K |
| 3 Factor Indexing, LLC | 0.14% | New | 3,380 | $170K |
| IFP Advisors, Inc | 0.00% | No change | 2,002 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $100K |
| Cambient Family Office, LLC | 0.01% | New | 1,455 | $73K |
| Allworth Financial LP | 0.00% | No change | 796 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 519 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 334 | $17K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $1K |
"% of holder's portfolio" is DFCA's weight in each manager's 13F, not the share of Dimensional Calfornia MB ETF the manager owns.