Dimensional Calfornia MB ETFDFCAETF
13F holders, Q3 2024 (September 30)35holders +8
10new positions
2sold out
$50.72avg. 13F price*
At the end of Q3 2024, 35 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 8 from Q2 2024. 10 opened new positions and 2 sold out. The largest holders were Mercer Global Advisors Inc. ($226.2M), Envestnet Asset Management Inc. ($197.9M) and HighTower Advisors, LLC ($22.3M).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $9.1M |
| Exits | 2 | $2.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,056,333 shares bought and 41,384 shares sold, net +1,014,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Mercer Global Advisors Inc. | 0.53% | Add +11.7% | 4,457,473 | $226.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +9.8% | 3,904,791 | $197.9M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 440,494 | $22.3M |
| One Degree Advisors Inc | 1.91% | New | 89,188 | $4.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 47,131 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +86.0% | 39,668 | $2.0M |
| TriaGen Wealth Management LLC | 0.64% | Add +73.2% | 37,422 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 33,208 | $1.7M |
| Old Mission Capital LLC | 0.03% | New | 28,466 | $1.4M |
| Burton Enright Welch | 0.28% | Add +68.4% | 25,790 | $1.3M |
| Root Financial Partners, LLC | 0.13% | Add +20.1% | 16,245 | $823K |
| FMB Wealth Management | 0.34% | Add +0.5% | 12,030 | $610K |
| True Link Financial Advisors, LLC | 0.05% | No change | 11,950 | $606K |
| First National Bank Sioux Falls | 0.25% | Add +46.7% | 11,000 | $557K |
| One Capital Management, LLC | 0.02% | New | 10,925 | $554K |
| Signature Resources Capital Management, LLC | 0.47% | Reduce -0.5% | 10,128 | $513K |
| Tortoise Investment Management, LLC | 0.04% | Add +16.0% | 7,080 | $359K |
| RAM Investment Partners, LLC | 0.09% | Add +4.6% | 6,869 | $348K |
| Choreo, LLC | 0.00% | No change | 6,626 | $336K |
| Red Lighthouse Investment Management, LLC | 0.12% | Reduce -6.4% | 6,037 | $306K |
| Evanson Asset Management, LLC | 0.02% | New | 5,785 | $293K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 5,336 | $270K |
| Corient Private Wealth LP | 0.00% | Reduce -8.2% | 5,141 | $261K |
| Susquehanna International Group, LLP | 0.00% | New | 5,032 | $255K |
| Willow Creek Wealth Management Inc. | 0.02% | New | 4,489 | $228K |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 2,772 | $140K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +0.5% | 2,029 | $103K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,002 | $101K |
| Larson Financial Group LLC | 0.01% | New | 2,000 | $101K |
| IFP Advisors, Inc | 0.00% | No change | 1,003 | $51K |
| Allworth Financial LP | 0.00% | No change | 796 | $40K |
| Cwm, LLC | 0.00% | New | 674 | $34K |
| CoreFirst Bank & Trust | 0.01% | New | 380 | $19K |
| UBS Group AG | 0.00% | No change | 193 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.0% | 26 | $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.