Dimensional Calfornia MB ETFDFCAETF
13F holders, Q4 2024 (December 31)50holders +15
11new positions
1sold out
1famous investor
$50.05avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 15 from Q3 2024. 11 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($214.0M), Mercer Global Advisors Inc. ($192.0M) and HighTower Advisors, LLC ($30.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.4M |
| Exits | 1 | $336K |
All 13F filers, Q3 2024 → Q4 2024: 825,769 shares bought and 637,684 shares sold, net +188,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Envestnet Asset Management Inc. | 0.07% | Add +9.5% | 4,275,552 | $214.0M |
| Mercer Global Advisors Inc. | 0.47% | Reduce -13.9% | 3,837,026 | $192.0M |
| HighTower Advisors, LLC | 0.04% | Add +38.1% | 608,450 | $30.5M |
| Citrine Capital LLC | 7.52% | — | 203,819 | $10.2M |
| Jane Street Group, LLC | 0.01% | Add +252.4% | 117,016 | $5.9M |
| One Degree Advisors Inc | 1.96% | Add +7.8% | 96,178 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +43.1% | 56,750 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +1010.5% | 55,879 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 51,453 | $2.6M |
| TriaGen Wealth Management LLC | 0.66% | Add +5.2% | 39,362 | $2.0M |
| Savant Capital, LLC | 0.01% | New | 34,870 | $1.7M |
| Old Mission Capital LLC | 0.03% | Add +3.7% | 29,531 | $1.5M |
| Flow Traders U.S. LLC | 0.04% | New | 19,254 | $964K |
| Root Financial Partners, LLC | 0.12% | Add +18.5% | 19,255 | $964K |
| Burton Enright Welch | 0.19% | Reduce -28.2% | 18,527 | $927K |
| Elmwood Wealth Management, Inc. | 0.35% | New | 17,580 | $880K |
| One Capital Management, LLC | 0.02% | Add +23.9% | 13,535 | $677K |
| True Link Financial Advisors, LLC | 0.06% | Add +9.7% | 13,110 | $656K |
| FMB Wealth Management | 0.35% | Add +3.6% | 12,458 | $624K |
| Signature Resources Capital Management, LLC | 0.51% | Add +13.4% | 11,490 | $575K |
| First National Bank Sioux Falls | 0.23% | No change | 11,000 | $551K |
| Apella Capital, LLC | 0.02% | New | 10,683 | $535K |
| Martin Worley Group | 0.28% | — | 9,064 | $454K |
| RAM Investment Partners, LLC | 0.10% | Add +18.6% | 8,144 | $408K |
| HRT Financial LP | 0.00% | New | 7,941 | $397K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,706 | $386K |
| Prospect Financial Group LLC | 0.46% | — | 7,410 | $371K |
| Fiduciary Financial Group, LLC | 0.08% | Add +35.0% | 7,205 | $359K |
| Citadel Advisors | 0.00% | New | 6,209 | $311K |
| Red Lighthouse Investment Management, LLC | 0.12% | Reduce -0.7% | 5,998 | $300K |
| Evanson Asset Management, LLC | 0.02% | Add +1.7% | 5,881 | $294K |
| Corient Private Wealth LP | 0.00% | Add +1.0% | 5,192 | $260K |
| Willow Creek Wealth Management Inc. | 0.03% | Add +11.0% | 4,984 | $249K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -45.2% | 3,879 | $194K |
| Parkworth Wealth Management, Inc. | 0.14% | — | 3,335 | $167K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,772 | $139K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -1.8% | 1,992 | $101K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,002 | $100K |
| Larson Financial Group LLC | 0.01% | No change | 2,000 | $100K |
| Navigoe, LLC | 0.10% | — | 1,990 | $99K |
| FMR LLC | 0.00% | New | 1,833 | $92K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,404 | $70K |
| JPMorgan Chase & Co. | 0.00% | New | 1,133 | $57K |
| IFP Advisors, Inc | 0.00% | No change | 1,003 | $50K |
| Allworth Financial LP | 0.00% | No change | 796 | $40K |
| Cwm, LLC | 0.00% | No change | 674 | $34K |
| CoreFirst Bank & Trust | 0.01% | No change | 380 | $19K |
| UBS Group AG | 0.00% | Reduce -36.8% | 122 | $6K |
| Horizon Investments, LLC | 0.00% | New | 29 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 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.