DFCA · Dimensional California Municipal Bond ETF ETF
$49.02
-0.04 (-0.08%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $261,287
Total Shares: 5,207
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+32.6 pts
Top 5
100.0%
+12.2 pts
Top 10
100.0%
+8.0 pts
HHI
10,000
Highly concentrated+5,294
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
0
Sold Out
73
Unchanged
1
Holder count:
-73
Institutional value:
-99.9%
Shares held:
-100.0%
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MERCER GLOBAL ADVISORS INC /ADV | 7,027,020 | $350,296,947 | |
| Large HighTower Advisors, LLC | 1,044,403 | $52,063,489 | |
| Micro Citrine Capital LLC | 787,340 | $39,248,899 | |
| Mid Savvy Advisors, Inc. | 177,330 | $8,839,900 | |
| Micro One Degree Advisors Inc | 117,871 | $5,875,869 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFCA | $261,287 | 100.00% | 5,207 | — |
0
0.0%
|
Shares | 2026-08-27 | ||||||||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV DFCA | $350,296,947 | 134065.97% | 7,027,020 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Large HighTower Advisors, LLC DFCA | $52,063,489 | 19925.79% | 1,044,403 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
| Micro Citrine Capital LLC DFCA | $39,248,899 | 15021.37% | 787,340 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Mid Savvy Advisors, Inc. DFCA | $8,839,900 | 3383.21% | 177,330 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Micro One Degree Advisors Inc DFCA | $5,875,869 | 2248.82% | 117,871 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||
| Small Elmwood Wealth Management, Inc. DFCA | $5,871,781 | 2247.25% | 117,789 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||
| Micro Signature Resources Capital Management, LLC DFCA | $5,582,900 | 2136.69% | 111,994 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||
| Mid One Capital Management, LLC DFCA | $3,614,025 | 1383.16% | 72,498 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Small Root Financial Partners, LLC DFCA | $3,600,017 | 1377.80% | 72,217 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||
| Small TriaGen Wealth Management LLC DFCA | $3,293,888 | 1260.64% | 66,076 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||
| Mid Vise Technologies, Inc. DFCA | $2,700,424 | 1033.51% | 54,171 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||
| Mega JANE STREET GROUP, LLC DFCA | $2,588,959 | 990.85% | 51,935 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Mid Integrated Wealth Concepts LLC DFCA | $2,561,990 | 980.53% | 51,394 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC DFCA | $2,153,121 | 824.04% | 43,192 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Large Mariner, LLC DFCA | $1,758,009 | 672.83% | 35,266 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Micro Foundry Financial LLC DFCA | $1,543,007 | 590.54% | 30,953 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DFCA | $1,438,770 | 550.65% | 28,862 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Mid Savant Capital, LLC DFCA | $1,341,114 | 513.27% | 26,903 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Micro marrick wealth, LLC DFCA | $1,188,872 | 455.01% | 23,849 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||
| Small Nautilus Advisors LLC DFCA | $1,170,378 | 447.93% | 23,478 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Small LODESTAR PRIVATE ASSET MANAGEMENT LLC DFCA | $1,139,172 | 435.98% | 22,852 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Mega LPL Financial LLC DFCA | $1,130,099 | 432.51% | 22,670 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Micro Parkshore Wealth Management, Inc. DFCA | $1,072,522 | 410.48% | 21,515 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Large OSAIC HOLDINGS, INC. DFCA | $1,058,764 | 405.21% | 21,239 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Micro SCRATCH CAPITAL LLC DFCA | $976,711 | 373.81% | 19,593 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Mid Parallel Advisors, LLC DFCA | $954,976 | 365.49% | 19,157 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||
| Micro Burton Enright Welch DFCA | $914,498 | 350.00% | 18,345 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Mega CITADEL ADVISORS LLC DFCA | $904,478 | 346.16% | 18,144 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Micro Prospect Financial Group LLC DFCA | $895,455 | 342.71% | 17,963 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Small RAM Investment Partners, LLC DFCA | $863,152 | 330.35% | 17,315 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Small WESPAC Advisors SoCal, LLC DFCA | $726,314 | 277.98% | 14,570 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||
| Small RVW Wealth, LLC DFCA | $679,305 | 259.98% | 13,627 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Micro True Link Financial Advisors, LLC DFCA | $663,503 | 253.94% | 13,310 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC DFCA | $657,770 | 251.74% | 13,195 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Mid Concurrent Investment Advisors, LLC DFCA | $645,657 | 247.11% | 12,952 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO DFCA | $544,611 | 208.43% | 10,925 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Small FIDUCIARY FINANCIAL GROUP, LLC DFCA | $518,290 | 198.36% | 10,397 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||
| Small V2 Financial group LLC DFCA | $495,509 | 189.64% | 9,940 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Small Apella Capital, LLC DFCA | $461,212 | 176.52% | 9,252 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||
| Micro RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC DFCA | $452,039 | 173.00% | 9,068 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||
| Small Roberts Wealth Advisors, LLC DFCA | $426,167 | 163.10% | 8,549 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Small Hurlow Wealth Management Group, Inc. DFCA | $347,255 | 132.90% | 6,966 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Mid Farther Finance Advisors, LLC DFCA | $346,008 | 132.42% | 6,941 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||
| Small Tortoise Investment Management, LLC DFCA | $328,511 | 125.73% | 6,590 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
| Large Pathstone Holdings, LLC DFCA | $328,461 | 125.71% | 6,589 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Micro Shore Point Advisors, LLC DFCA | $325,620 | 124.62% | 6,532 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Small Fermata Advisors, LLC DFCA | $312,061 | 119.43% | 6,260 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Micro Johnson Wealth Management, LLC DFCA | $307,325 | 117.62% | 6,165 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Mid Brookstone Capital Management DFCA | $299,000 | 114.43% | 5,998 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||
| Micro Henrickson Nauta Wealth Advisors, Inc. DFCA | $297,604 | 113.90% | 5,970 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC DFCA | $271,433 | 103.88% | 5,445 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Small Gradient Capital Advisors, LLC DFCA | $268,492 | 102.76% | 5,386 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC DFCA | $258,671 | 99.00% | 5,189 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Small SEEDS INVESTOR LLC DFCA | $249,898 | 95.64% | 5,013 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Micro Two West Capital Advisors LLC DFCA | $247,505 | 94.73% | 4,965 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Small FLC Capital Advisors DFCA | $244,763 | 93.68% | 4,910 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Micro Wheels Up Wealth, Inc. DFCA | $244,364 | 93.52% | 4,902 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Small Kaizen Financial Strategies DFCA | $242,719 | 92.89% | 4,869 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||
| Micro Parkwoods Wealth Partners, LLC DFCA | $238,881 | 91.42% | 4,792 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||
| Small Retirement Planning Group, LLC Pension DFCA | $230,207 | 88.11% | 4,618 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Mid Pure Financial Advisors, LLC DFCA | $228,213 | 87.34% | 4,578 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC DFCA | $227,565 | 87.09% | 4,565 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Micro Shearwater Capital LLC DFCA | $208,672 | 79.86% | 4,186 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||
| Small FIRST NATIONAL BANK SIOUX FALLS Bank DFCA | $206,678 | 79.10% | 4,146 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Small BIRCH FINANCIAL GROUP, LLC DFCA | $202,640 | 77.55% | 4,065 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Mid IFP Advisors, Inc DFCA | $99,799 | 38.20% | 2,002 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||
| Mid Larson Financial Group LLC DFCA | $99,700 | 38.16% | 2,000 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid Allworth Financial LP DFCA | $39,680 | 15.19% | 796 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid EverSource Wealth Advisors, LLC DFCA | $25,722 | 9.84% | 516 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||
| Large CWM, LLC DFCA | $20,388 | 7.80% | 409 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Mid Tower Research Capital LLC (TRC) DFCA | $16,649 | 6.37% | 334 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||
| Mid Horizon Investments, LLC DFCA | $2,991 | 1.14% | 60 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Small Bell Investment Advisors, Inc DFCA | $1,345 | 0.51% | 27 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||