Dimensional Calfornia MB ETFDFCAETF
13F holders, Q1 2024 (March 31)24holders
$50.41avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($187.1M), Envestnet Asset Management Inc. ($169.9M) and HighTower Advisors, LLC ($18.3M).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.7M |
| Exits | 2 | $407K |
Ownership 24 holders
| Mercer Global Advisors Inc. | 0.53% | Add +13.6% | 3,710,761 | $187.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +11.4% | 3,369,293 | $169.9M |
| HighTower Advisors, LLC | 0.03% | Add +8483.8% | 363,955 | $18.3M |
| Jane Street Group, LLC | 0.00% | Add +185.1% | 50,840 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 46,183 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 21,065 | $1.1M |
| TriaGen Wealth Management LLC | 0.31% | Add +200.0% | 14,746 | $743K |
| True Link Financial Advisors, LLC | 0.06% | New | 11,700 | $590K |
| Tortoise Investment Management, LLC | 0.07% | Add +14.0% | 11,217 | $566K |
| FMB Wealth Management | 0.45% | Add +9.5% | 11,128 | $561K |
| Corient Private Wealth LP | 0.00% | Add +5.3% | 10,714 | $540K |
| First National Bank Sioux Falls | 0.21% | New | 7,500 | $378K |
| Choreo, LLC | 0.01% | New | 6,626 | $334K |
| Red Lighthouse Investment Management, LLC | 0.13% | Add +29.8% | 6,448 | $325K |
| RAM Investment Partners, LLC | 0.09% | Add +4.4% | 5,592 | $282K |
| Burton Enright Welch | 0.05% | Add +0.0% | 4,036 | $203K |
| JPMorgan Chase & Co. | 0.00% | New | 3,626 | $183K |
| Osaic Holdings, Inc. | 0.00% | Add +244.2% | 2,571 | $130K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 2,396 | $122K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,002 | $101K |
| CoreFirst Bank & Trust | 0.03% | New | 1,032 | $52K |
| IFP Advisors, Inc | 0.00% | No change | 1,003 | $51K |
| UBS Group AG | 0.00% | New | 47 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $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.