Dimensional Calfornia MB ETFDFCAETF
13F holders, Q2 2024 (June 30)27holders +3
4new positions
3sold out
1famous investor
$50.08avg. 13F price*
At the end of Q2 2024, 27 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 3 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Mercer Global Advisors Inc. ($199.8M), Envestnet Asset Management Inc. ($178.1M) and HighTower Advisors, LLC ($21.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.7M |
| Exits | 3 | $2.8M |
All 13F filers, Q1 2024 → Q2 2024: 619,739 shares bought and 66,371 shares sold, net +553,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Mercer Global Advisors Inc. | 0.54% | Add +7.5% | 3,989,726 | $199.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.5% | 3,555,339 | $178.1M |
| HighTower Advisors, LLC | 0.03% | Add +19.6% | 435,402 | $21.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 45,538 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 35,476 | $1.8M |
| TriaGen Wealth Management LLC | 0.42% | Add +46.5% | 21,607 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 21,333 | $1.1M |
| Burton Enright Welch | 0.18% | Add +279.4% | 15,312 | $767K |
| Root Financial Partners, LLC | 0.16% | New | 13,521 | $677K |
| FMB Wealth Management | 0.46% | Add +7.5% | 11,968 | $599K |
| True Link Financial Advisors, LLC | 0.06% | Add +2.1% | 11,950 | $598K |
| Signature Resources Capital Management, LLC | 0.42% | Add +324.7% | 10,176 | $510K |
| First National Bank Sioux Falls | 0.19% | No change | 7,500 | $376K |
| Choreo, LLC | 0.01% | No change | 6,626 | $332K |
| RAM Investment Partners, LLC | 0.10% | Add +17.4% | 6,567 | $329K |
| Red Lighthouse Investment Management, LLC | 0.14% | No change | 6,448 | $323K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -45.6% | 6,102 | $306K |
| Corient Private Wealth LP | 0.00% | Reduce -47.7% | 5,601 | $281K |
| Fiduciary Financial Group, LLC | 0.06% | — | 5,336 | $268K |
| Citadel Advisors | 0.00% | New | 4,989 | $250K |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 2,674 | $134K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 2,020 | $102K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,002 | $100K |
| IFP Advisors, Inc | 0.00% | No change | 1,003 | $50K |
| Allworth Financial LP | 0.00% | New | 796 | $40K |
| UBS Group AG | 0.00% | Add +310.6% | 193 | $10K |
| 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.