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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

49 managers (49 13F filers) reported a position in DFCA shares at 2025-03-31, 10,843,951 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
26
Reduced
7
Sold out
7
Shares held by filers
10,843,951

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC4,423,967$219M0.07%+148,41513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,201,497$208M0.48%+364,47113F-HRTimeline
HighTower Advisors, LLC796,644$39.5M0.05%+188,19413F-HRTimeline
Citrine Capital LLC642,084$31.8M19.93%+438,26513F-HRTimeline
One Degree Advisors Inc97,725$4.85M2%+1,54713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC86,700$4.3M0.32%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,728$3.26M0.01%+8,97813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC52,668$2.61M<0.01%+1,21513F-HRTimeline
One Capital Management, LLC46,730$2.32M0.08%+33,19513F-HRTimeline
Elmwood Wealth Management, Inc.41,390$2.05M0.84%+23,81013F-HRTimeline
TriaGen Wealth Management LLC39,109$1.94M0.68%-25313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,071$1.74M0.01%+20113F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,090$1.44M<0.01%-87,92613F-HR/ATimelineGroup
Signature Resources Capital Management,…28,999$1.44M1.24%+17,50913F-HRTimeline
Burton Enright Welch27,427$1.36M0.28%+8,90013F-HRTimeline
Root Financial Partners, LLC25,538$1.27M0.14%+6,28313F-HRTimeline
Prospect Financial Group LLC17,108$849K1.08%+9,69813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,708$779K<0.01%-40,17113F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC14,384$701K0.15%+7,17913F-HRTimeline
True Link Financial Advisors, LLC13,860$687K0.05%+75013F-HRTimeline
RAM Investment Partners, LLC13,584$674K0.17%+5,44013F-HRTimeline
FMB WEALTH MANAGEMENT12,458$618K0.34%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,000$595K0.24%+1,00013F-HRTimeline
OLD MISSION CAPITAL LLC11,299$560K0.01%-18,23213F-HRTimeline
Apella Capital, LLC10,683$522K0.02%013F-HRTimeline
Roberts Wealth Advisors, LLC10,175$505K0.16%new13F-HRTimeline
Martin Worley Group9,064$450K0.26%013F-HRTimeline
Tortoise Investment Management, LLC6,779$336K0.04%+2,90013F-HR/ATimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,448$325K0.13%+45013F-HRTimeline
FLOW TRADERS U.S. LLC6,089$302K0.01%-13,16513F-HRTimeline
Evanson Asset Management, LLC5,977$296K0.02%+9613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,207$258K<0.01%+1513F-HRTimelineGroup
Willow Creek Wealth Management Inc.5,170$256K0.02%+18613F-HRTimeline
Atria Wealth Solutions, Inc.5,090$252K<0.01%new13F-HRTimeline
LPL Financial LLC4,650$231K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,234$210K<0.01%-1,97513F-HRTimelineGroup
Parkworth Wealth Management, Inc.3,355$166K0.13%+2013F-HRTimeline
Larson Financial Group LLC2,000$99.2K<0.01%013F-HRTimeline
Navigoe, LLC1,990$98K0.08%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,730$85.8K<0.01%+59713F-HRTimelineGroup
Farther Finance Advisors, LLC1,404$69.8K<0.01%013F-HRTimeline
IFP Advisors, Inc1,003$49.7K<0.01%013F-HRTimeline
Allworth Financial LP796$39.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC755$37K<0.01%+8113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…501$24.9K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC29$1.44K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG28$1.39K<0.01%-9413F-HRTimelineGroup
Bell Investment Advisors, Inc26$1.29K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.