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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

51 managers (51 13F filers) reported a position in DFCA shares at 2024-12-31, 9,653,882 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
19
Reduced
6
Sold out
1
Shares held by filers
9,653,882

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,275,552$214M0.07%+370,76113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,837,026$192M0.47%-620,44713F-HRTimeline
HighTower Advisors, LLC608,450$30.5M0.04%+167,95613F-HRTimeline
Citrine Capital LLC203,819$10.2M7.52%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,016$5.86M0.01%+83,80813F-HRTimelineGroup
One Degree Advisors Inc96,178$4.82M1.96%+6,99013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,750$2.84M0.01%+17,08213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,879$2.8M<0.01%+50,84713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,453$2.58M<0.01%+4,32213F-HRTimeline
TriaGen Wealth Management LLC39,362$1.97M0.66%+1,94013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC34,870$1.75M0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC29,531$1.48M0.03%+1,06513F-HRTimeline
FLOW TRADERS U.S. LLC19,254$964K0.04%new13F-HRTimeline
Root Financial Partners, LLC19,255$964K0.12%+3,01013F-HRTimeline
Burton Enright Welch18,527$927K0.19%-7,26313F-HRTimeline
Elmwood Wealth Management, Inc.17,580$880K0.36%new13F-HRTimeline
One Capital Management, LLC13,535$677K0.02%+2,61013F-HRTimeline
True Link Financial Advisors, LLC13,110$656K0.06%+1,16013F-HRTimeline
FMB WEALTH MANAGEMENT12,458$624K0.35%+42813F-HRTimeline
Signature Resources Capital Management,…11,490$575K0.51%+1,36213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,000$551K0.23%013F-HRTimeline
Apella Capital, LLC10,683$535K0.02%new13F-HRTimeline
Martin Worley Group9,064$454K0.28%13F-HRTimeline
RAM Investment Partners, LLC8,144$408K0.1%+1,27513F-HRTimeline
HRT FINANCIAL LP7,941$397K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC7,706$386K<0.01%new13F-HRTimeline
Prospect Financial Group LLC7,410$371K0.46%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,205$359K0.08%+1,86913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,209$311K<0.01%new13F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…5,998$300K0.12%-3913F-HRTimeline
Evanson Asset Management, LLC5,881$294K0.02%+9613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,192$260K<0.01%+5113F-HRTimelineGroup
Willow Creek Wealth Management Inc.4,984$249K0.03%+49513F-HRTimeline
Tortoise Investment Management, LLC3,879$194K0.02%-3,20113F-HR/ATimeline
Parkworth Wealth Management, Inc.3,335$167K0.14%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,772$139K<0.01%013F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL1,992$101K0.03%-3713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,002$100K0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,000$100K0.01%013F-HRTimeline
Navigoe, LLC1,990$99K0.1%13F-HRTimeline
FMR LLCin group FMR LLC1,833$91.7K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,404$70.3K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,133$56.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,003$50.2K<0.01%013F-HRTimeline
Allworth Financial LP796$39.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC674$34K<0.01%013F-HRTimelineGroup
CoreFirst Bank & Trust380$19K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG122$6.11K<0.01%-7113F-HRTimelineGroup
Horizon Investments, LLC29$1.45K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc26$1.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.