Dimensional Calfornia MB ETFDFCAETF
13F holders, Q3 2025 (September 30)61holders +7
15new positions
6sold out
$49.83avg. 13F price*
At the end of Q3 2025, 61 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 7 from Q2 2025. 15 opened new positions and 6 sold out. The largest holders were Mercer Global Advisors Inc. ($260.5M), HighTower Advisors, LLC ($48.3M) and Citrine Capital LLC ($35.7M).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $17.3M |
| Exits | 6 | $238.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,372,994 shares bought and 4,914,445 shares sold, net −3,541,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Mercer Global Advisors Inc. | 0.43% | Add +16.7% | 5,228,419 | $260.5M |
| HighTower Advisors, LLC | 0.05% | Add +14.8% | 969,422 | $48.3M |
| Citrine Capital LLC | 16.55% | Add +3.8% | 717,136 | $35.7M |
| Savvy Advisors, Inc. | 0.38% | New | 164,040 | $8.2M |
| One Degree Advisors Inc | 1.69% | Add +16.3% | 110,682 | $5.5M |
| Signature Resources Capital Management, LLC | 2.70% | Add +1.8% | 98,877 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +21.4% | 80,276 | $4.0M |
| Elmwood Wealth Management, Inc. | 1.11% | Add +16.2% | 62,840 | $3.1M |
| Root Financial Partners, LLC | 0.16% | Add +57.3% | 52,358 | $2.6M |
| TriaGen Wealth Management LLC | 0.62% | Add +22.0% | 47,824 | $2.4M |
| One Capital Management, LLC | 0.07% | Add +51.6% | 46,995 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | New | 45,706 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.1% | 43,704 | $2.2M |
| Savant Capital, LLC | 0.01% | Reduce -24.9% | 26,546 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 26,176 | $1.3M |
| Lodestar Private Asset Management LLC | 0.11% | Add +23.4% | 21,850 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +56.6% | 21,779 | $1.1M |
| LPL Financial LLC | 0.00% | Add +42.1% | 21,393 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | New | 21,239 | $1.0M |
| Old Mission Capital LLC | 0.03% | Reduce -19.1% | 19,103 | $952K |
| Prospect Financial Group LLC | 0.90% | Reduce -2.5% | 18,402 | $917K |
| Parkshore Wealth Management, Inc. | 0.36% | No change | 17,704 | $882K |
| Mariner, LLC | 0.00% | Add +291.0% | 17,322 | $863K |
| Burton Enright Welch | 0.12% | Add +86.5% | 15,439 | $769K |
| WESPAC Advisors SoCal, LLC | 0.16% | New | 15,409 | $768K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +0.7% | 13,951 | $695K |
| Scratch Capital LLC | 0.44% | New | 13,520 | $674K |
| True Link Financial Advisors, LLC | 0.04% | No change | 13,310 | $663K |
| Flow Traders U.S. LLC | 0.02% | No change | 11,971 | $596K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -27.7% | 10,397 | $518K |
| Nautilus Advisors LLC | 0.34% | New | 10,041 | $500K |
| Pallas Capital Advisors LLC | 0.02% | New | 10,000 | $498K |
| Parallel Advisors, LLC | 0.01% | New | 9,428 | $470K |
| RAM Investment Partners, LLC | 0.09% | Add +12.0% | 9,327 | $465K |
| Independent Financial Group, LLC | 0.01% | New | 9,203 | $459K |
| Roberts Wealth Advisors, LLC | 0.11% | No change | 8,437 | $420K |
| First National Bank Sioux Falls | 0.13% | Reduce -13.8% | 8,151 | $406K |
| Tortoise Investment Management, LLC | 0.03% | Add +14.9% | 7,792 | $388K |
| Red Lighthouse Investment Management, LLC | 0.13% | Add +4.1% | 7,468 | $372K |
| Hurlow Wealth Management Group, Inc. | 0.09% | Add +6.2% | 6,966 | $347K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,589 | $328K |
| Jane Street Group, LLC | 0.00% | Reduce -87.7% | 6,194 | $309K |
| Fermata Advisors, LLC | 0.08% | Add +0.7% | 6,173 | $308K |
| Parkwoods Wealth Partners, LLC | 0.10% | New | 5,934 | $296K |
| Johnson Wealth Management, LLC | 0.16% | — | 5,765 | $287K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 5,386 | $268K |
| Apella Capital, LLC | 0.01% | New | 5,275 | $265K |
| Kaizen Financial Strategies | 0.11% | Add +1.3% | 4,769 | $239K |
| Pure Financial Advisors, LLC | 0.00% | New | 4,560 | $227K |
| Retirement Planning Group, LLC | 0.01% | Add +0.7% | 4,554 | $227K |
| Brookstone Capital Management | 0.00% | New | 4,305 | $214K |
| Birch Financial Group, LLC | 0.12% | No change | 4,065 | $203K |
| GAMMA Investing LLC | 0.01% | New | 2,107 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 2,002 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $100K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,404 | $70K |
| Allworth Financial LP | 0.00% | No change | 796 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 509 | $25K |
| Cwm, LLC | 0.00% | Reduce -47.0% | 400 | $20K |
| 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.