Who owns Dimensional - California Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFCA from SEC Form 13F filings across 83 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 83 institutions disclosed 10.8M shares of Dimensional - California Municipal Bond ETF worth $542.9M — about 76.1% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
83
13F holders
$542.9M
value, 2026 filers
76.1%
of shares outstanding (10.8M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFCA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 7.7M | $385.3M | 0.5% | 54% | +9.3% |
| 2 | Citrine Capital LLC | 1.0M | $50.3M | 18.6% | 7% | +27.2% |
| 3 | HighTower Advisors, LLC | 431,110 | $21.6M | 0.0% | 3% | -58.7% |
| 4 | Savvy Advisors, Inc. | 191,505 | $9.6M | 0.2% | 1.3% | +8.0% |
| 5 | Elmwood Wealth Management, Inc. | 124,368 | $6.2M | 1.6% | 0.9% | +5.6% |
| 6 | One Degree Advisors Inc | 122,336 | $6.1M | 1.4% | 0.9% | +3.8% |
| 7 | Signature Resources Capital Management, LLC | 109,573 | $5.5M | 2.2% | 0.8% | -2.2% |
| 8 | One Capital Management, LLC | 72,498 | $3.6M | 0.1% | 0.5% | 0.0% |
| 9 | TriaGen Wealth Management LLC | 71,160 | $3.6M | 0.9% | 0.5% | +7.7% |
| 10 | Vise Technologies, Inc. | 68,467 | $3.4M | 0.0% | 0.5% | +26.4% |
| 11 | Root Financial Partners, LLC | 63,917 | $3.2M | 0.1% | 0.4% | -11.5% |
| 12 | Integrated Wealth Concepts LLC | 53,670 | $2.7M | 0.0% | 0.4% | +4.4% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 49,553 | $2.5M | 0.0% | 0.3% | +14.7% |
| 14 | Three Arch Wealth Management LLCNEW | 47,602 | $2.4M | 0.4% | 0.3% | new |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29,721 | $1.5M | 0.0% | 0.2% | +3.0% |
| 16 | Foundry Financial LLC | 29,474 | $1.5M | 0.5% | 0.2% | -4.8% |
| 17 | Savant Capital, LLC | 27,057 | $1.4M | 0.0% | 0.2% | +0.6% |
| 18 | Laird Norton Wetherby Trust Company, LLCNEW | 26,500 | $1.3M | 0.0% | 0.2% | new |
| 19 | OSAIC HOLDINGS, INC. | 25,909 | $1.3M | 0.0% | 0.2% | +22.0% |
| 20 | Parallel Advisors, LLC | 25,673 | $1.3M | 0.0% | 0.2% | +34.0% |
| 21 | marrick wealth, LLC | 25,416 | $1.3M | 0.9% | 0.2% | +6.6% |
| 22 | Nautilus Advisors LLC | 24,187 | $1.2M | 0.7% | 0.2% | +3.0% |
| 23 | LPL Financial LLC | 23,606 | $1.2M | 0.0% | 0.2% | +4.1% |
| 24 | Elequin Capital, LPNEW | 22,667 | $1.1M | 0.0% | 0.2% | new |
| 25 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 22,146 | $1.1M | 0.1% | 0.2% | -3.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.