Dimensional Calfornia MB ETFDFCAETF
13F holders, Q1 2026 (March 31)74holders +5
11new positions
5sold out
1famous investor
$49.85avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 5 from Q4 2025. 11 opened new positions and 5 sold out. The largest holders were Mercer Global Advisors Inc. ($350.3M), HighTower Advisors, LLC ($52.1M) and Citrine Capital LLC ($39.2M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.5M |
| Exits | 5 | $5.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,451,092 shares bought and 170,954 shares sold, net +1,280,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Mercer Global Advisors Inc. | 0.52% | Add +14.5% | 7,027,020 | $350.3M |
| HighTower Advisors, LLC | 0.06% | Add +2.9% | 1,044,403 | $52.1M |
| Citrine Capital LLC | 17.02% | Add +34.7% | 787,340 | $39.2M |
| Savvy Advisors, Inc. | 0.24% | Add +7.3% | 177,330 | $8.8M |
| One Degree Advisors Inc | 1.54% | Add +2.4% | 117,871 | $5.9M |
| Elmwood Wealth Management, Inc. | 1.62% | Add +43.4% | 117,789 | $5.9M |
| Signature Resources Capital Management, LLC | 2.65% | Add +7.7% | 111,994 | $5.6M |
| One Capital Management, LLC | 0.10% | Add +20.6% | 72,498 | $3.6M |
| Root Financial Partners, LLC | 0.17% | Add +33.3% | 72,217 | $3.6M |
| TriaGen Wealth Management LLC | 0.90% | Add +23.6% | 66,076 | $3.3M |
| Vise Technologies, Inc. | 0.05% | No change | 54,171 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 51,935 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | New | 51,394 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 43,192 | $2.2M |
| Mariner, LLC | 0.00% | Add +81.5% | 35,266 | $1.8M |
| Foundry Financial LLC | 0.65% | Add +42.3% | 30,953 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -65.9% | 28,862 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -1.4% | 26,903 | $1.3M |
| marrick wealth, LLC | 1.00% | Reduce -5.5% | 23,849 | $1.2M |
| Nautilus Advisors LLC | 0.80% | Add +15.6% | 23,478 | $1.2M |
| Lodestar Private Asset Management LLC | 0.11% | Add +3.3% | 22,852 | $1.1M |
| LPL Financial LLC | 0.00% | Add +5.0% | 22,670 | $1.1M |
| Parkshore Wealth Management, Inc. | 0.36% | Add +12.1% | 21,515 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | No change | 21,239 | $1.1M |
| Scratch Capital LLC | 0.56% | Add +5.9% | 19,593 | $977K |
| Parallel Advisors, LLC | 0.02% | Add +103.2% | 19,157 | $955K |
| Burton Enright Welch | 0.12% | Add +0.8% | 18,345 | $914K |
| Citadel Advisors | 0.00% | Add +88.6% | 18,144 | $904K |
| Prospect Financial Group LLC | 0.83% | Reduce -1.0% | 17,963 | $895K |
| RAM Investment Partners, LLC | 0.15% | Add +9.3% | 17,315 | $863K |
| WESPAC Advisors SoCal, LLC | 0.15% | Reduce -20.3% | 14,570 | $726K |
| RVW Wealth, LLC | 0.05% | New | 13,627 | $679K |
| True Link Financial Advisors, LLC | 0.04% | No change | 13,310 | $664K |
| Raymond James Financial Inc. | 0.00% | No change | 13,195 | $658K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,952 | $646K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 10,925 | $544K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 10,397 | $518K |
| V2 Financial group LLC | 0.23% | New | 9,940 | $496K |
| Apella Capital, LLC | 0.01% | Add +25.2% | 9,252 | $465K |
| Red Lighthouse Investment Management, LLC | 0.15% | No change | 9,068 | $452K |
| Roberts Wealth Advisors, LLC | 0.11% | Add +1.3% | 8,549 | $426K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 6,966 | $347K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.4% | 6,941 | $346K |
| Tortoise Investment Management, LLC | 0.03% | No change | 6,590 | $329K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,589 | $328K |
| Shore Point Advisors, LLC | 0.13% | Add +18.4% | 6,532 | $326K |
| Fermata Advisors, LLC | 0.07% | Add +0.6% | 6,260 | $312K |
| Johnson Wealth Management, LLC | 0.15% | Add +5.3% | 6,165 | $307K |
| Brookstone Capital Management | 0.00% | Reduce -14.1% | 5,998 | $299K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | New | 5,970 | $298K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,445 | $271K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 5,386 | $268K |
| Corient Private Wealth LP | 0.00% | No change | 5,207 | $260K |
| Independent Financial Group, LLC | 0.01% | Reduce -43.6% | 5,189 | $259K |
| Seeds Investor LLC | 0.03% | New | 5,013 | $251K |
| Two West Capital Advisors LLC | 0.13% | New | 4,965 | $248K |
| FLC Capital Advisors | 0.04% | New | 4,910 | $245K |
| Wheels Up Wealth, Inc. | 0.23% | Reduce -4.3% | 4,902 | $244K |
| Kaizen Financial Strategies | 0.10% | Reduce -17.5% | 4,869 | $244K |
| Parkwoods Wealth Partners, LLC | 0.06% | Reduce -11.8% | 4,792 | $239K |
| Retirement Planning Group, LLC | 0.01% | Add +0.5% | 4,618 | $230K |
| Pure Financial Advisors, LLC | 0.00% | Add +0.1% | 4,578 | $228K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.0% | 4,565 | $228K |
| Shearwater Capital LLC | 0.11% | New | 4,186 | $209K |
| First National Bank Sioux Falls | 0.06% | Add +2.5% | 4,146 | $208K |
| Birch Financial Group, LLC | 0.12% | No change | 4,065 | $203K |
| IFP Advisors, Inc | 0.00% | No change | 2,002 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $100K |
| Allworth Financial LP | 0.00% | No change | 796 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 516 | $26K |
| Cwm, LLC | 0.00% | Add +1.5% | 409 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 334 | $17K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 60 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $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.