Dimensional Calfornia MB ETFDFCAETF
13F holders, Q2 2025 (June 30)54holders +6
13new positions
7sold out
$49.28avg. 13F price*
At the end of Q2 2025, 54 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($233.6M), Mercer Global Advisors Inc. ($220.7M) and HighTower Advisors, LLC ($41.6M).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.9M |
| Exits | 7 | $2.9M |
All 13F filers, Q1 2025 → Q2 2025: 955,544 shares bought and 105,700 shares sold, net +849,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Envestnet Asset Management Inc. | 0.07% | Add +7.2% | 4,740,194 | $233.6M |
| Mercer Global Advisors Inc. | 0.50% | Add +6.6% | 4,478,533 | $220.7M |
| HighTower Advisors, LLC | 0.05% | Add +6.0% | 844,422 | $41.6M |
| Citrine Capital LLC | 18.09% | Add +7.7% | 691,179 | $34.1M |
| Signature Resources Capital Management, LLC | 2.91% | Add +235.0% | 97,140 | $4.8M |
| One Degree Advisors Inc | 1.67% | Reduce -2.6% | 95,156 | $4.7M |
| Callan Family Office, LLC | 0.13% | No change | 86,700 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 66,137 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 54,671 | $2.7M |
| Elmwood Wealth Management, Inc. | 1.06% | Add +30.7% | 54,090 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +73.3% | 50,415 | $2.5M |
| TriaGen Wealth Management LLC | 0.59% | Add +0.2% | 39,198 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +0.8% | 35,336 | $1.7M |
| Root Financial Partners, LLC | 0.16% | Add +30.4% | 33,291 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -33.7% | 30,995 | $1.5M |
| Old Mission Capital LLC | 0.03% | Add +108.8% | 23,598 | $1.2M |
| Prospect Financial Group LLC | 0.97% | Add +10.3% | 18,879 | $930K |
| Lodestar Private Asset Management LLC | 0.10% | New | 17,705 | $873K |
| Parkshore Wealth Management, Inc. | 0.43% | New | 17,704 | $872K |
| EP Wealth Advisors, LLC | 0.01% | New | 16,057 | $791K |
| LPL Financial LLC | 0.00% | Add +223.7% | 15,050 | $742K |
| Fiduciary Financial Group, LLC | 0.13% | No change | 14,384 | $709K |
| JPMorgan Chase & Co. | 0.00% | Add +704.0% | 13,909 | $685K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +167.9% | 13,850 | $683K |
| True Link Financial Advisors, LLC | 0.05% | Reduce -4.0% | 13,310 | $656K |
| Flow Traders U.S. LLC | 0.02% | Add +96.6% | 11,971 | $590K |
| First National Bank Sioux Falls | 0.17% | Reduce -21.2% | 9,451 | $466K |
| Roberts Wealth Advisors, LLC | 0.12% | Reduce -17.1% | 8,437 | $416K |
| RAM Investment Partners, LLC | 0.09% | Reduce -38.7% | 8,326 | $410K |
| Burton Enright Welch | 0.07% | Reduce -69.8% | 8,278 | $408K |
| Red Lighthouse Investment Management, LLC | 0.14% | Add +11.3% | 7,174 | $354K |
| Tortoise Investment Management, LLC | 0.03% | No change | 6,779 | $334K |
| Pathstone Holdings, LLC | 0.00% | New | 6,589 | $325K |
| Hurlow Wealth Management Group, Inc. | 0.09% | New | 6,561 | $323K |
| Fermata Advisors, LLC | 0.08% | New | 6,130 | $302K |
| Regatta Capital Group, LLC | 0.05% | New | 5,446 | $268K |
| Gradient Capital Advisors, LLC | 0.08% | New | 5,386 | $265K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.7% | 5,227 | $258K |
| Corient Private Wealth LP | 0.00% | No change | 5,207 | $257K |
| Kaizen Financial Strategies | 0.12% | New | 4,710 | $232K |
| Retirement Planning Group, LLC | 0.01% | New | 4,522 | $223K |
| Mariner, LLC | 0.00% | New | 4,430 | $218K |
| Birch Financial Group, LLC | 0.16% | New | 4,065 | $200K |
| Parkworth Wealth Management, Inc. | 0.12% | Add +0.8% | 3,380 | $167K |
| IFP Advisors, Inc | 0.00% | Add +99.7% | 2,003 | $99K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $99K |
| Navigoe, LLC | 0.07% | No change | 1,990 | $98K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,404 | $69K |
| Allworth Financial LP | 0.00% | No change | 796 | $39K |
| Cwm, LLC | 0.00% | No change | 755 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 505 | $25K |
| SouthState Bank Corp | 0.00% | New | 315 | $16K |
| Horizon Investments, LLC | 0.00% | No change | 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.