Dimensional Calfornia MB ETFDFCAETF
13F holders, Q1 2025 (March 31)48holders −2
5new positions
7sold out
1famous investor
$49.60avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($219.4M), Mercer Global Advisors Inc. ($208.4M) and HighTower Advisors, LLC ($39.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.3M |
| Exits | 7 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,376,511 shares bought and 186,442 shares sold, net +1,190,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Envestnet Asset Management Inc. | 0.07% | Add +3.5% | 4,423,967 | $219.4M |
| Mercer Global Advisors Inc. | 0.48% | Add +9.5% | 4,201,497 | $208.4M |
| HighTower Advisors, LLC | 0.05% | Add +30.9% | 796,644 | $39.5M |
| Citrine Capital LLC | 19.93% | Add +215.0% | 642,084 | $31.8M |
| One Degree Advisors Inc | 2.00% | Add +1.6% | 97,725 | $4.8M |
| Callan Family Office, LLC | 0.32% | New | 86,700 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.8% | 65,728 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 52,668 | $2.6M |
| One Capital Management, LLC | 0.08% | Add +245.3% | 46,730 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.84% | Add +135.4% | 41,390 | $2.1M |
| TriaGen Wealth Management LLC | 0.68% | Reduce -0.6% | 39,109 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +0.6% | 35,071 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -75.1% | 29,090 | $1.4M |
| Signature Resources Capital Management, LLC | 1.24% | Add +152.4% | 28,999 | $1.4M |
| Burton Enright Welch | 0.28% | Add +48.0% | 27,427 | $1.4M |
| Root Financial Partners, LLC | 0.14% | Add +32.6% | 25,538 | $1.3M |
| Prospect Financial Group LLC | 1.08% | Add +130.9% | 17,108 | $849K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.9% | 15,708 | $779K |
| Fiduciary Financial Group, LLC | 0.15% | Add +99.6% | 14,384 | $701K |
| True Link Financial Advisors, LLC | 0.05% | Add +5.7% | 13,860 | $687K |
| RAM Investment Partners, LLC | 0.17% | Add +66.8% | 13,584 | $674K |
| FMB Wealth Management | 0.34% | No change | 12,458 | $618K |
| First National Bank Sioux Falls | 0.24% | Add +9.1% | 12,000 | $595K |
| Old Mission Capital LLC | 0.01% | Reduce -61.7% | 11,299 | $560K |
| Apella Capital, LLC | 0.02% | No change | 10,683 | $522K |
| Roberts Wealth Advisors, LLC | 0.16% | New | 10,175 | $505K |
| Martin Worley Group | 0.26% | No change | 9,064 | $450K |
| Tortoise Investment Management, LLC | 0.04% | Add +74.8% | 6,779 | $336K |
| Red Lighthouse Investment Management, LLC | 0.13% | Add +7.5% | 6,448 | $325K |
| Flow Traders U.S. LLC | 0.01% | Reduce -68.4% | 6,089 | $302K |
| Evanson Asset Management, LLC | 0.02% | Add +1.6% | 5,977 | $296K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 5,207 | $258K |
| Willow Creek Wealth Management Inc. | 0.03% | Add +3.7% | 5,170 | $256K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,090 | $252K |
| LPL Financial LLC | 0.00% | New | 4,650 | $231K |
| Citadel Advisors | 0.00% | Reduce -31.8% | 4,234 | $210K |
| Parkworth Wealth Management, Inc. | 0.13% | Add +0.6% | 3,355 | $166K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $99K |
| Navigoe, LLC | 0.08% | No change | 1,990 | $98K |
| JPMorgan Chase & Co. | 0.00% | Add +52.7% | 1,730 | $86K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,404 | $70K |
| IFP Advisors, Inc | 0.00% | No change | 1,003 | $50K |
| Allworth Financial LP | 0.00% | No change | 796 | $39K |
| Cwm, LLC | 0.00% | Add +12.0% | 755 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 501 | $25K |
| Horizon Investments, LLC | 0.00% | No change | 29 | $1K |
| UBS Group AG | 0.00% | Reduce -77.0% | 28 | $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.