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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

55 managers (55 13F filers) reported a position in DFCA shares at 2025-06-30, 11,693,795 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
55
13F filers
55
New
13
Added
23
Reduced
7
Sold out
7
Shares held by filers
11,693,795

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC4,740,194$234M0.07%+316,22713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,478,533$221M0.5%+277,03613F-HRTimeline
HighTower Advisors, LLC844,422$41.6M0.05%+47,77813F-HRTimeline
Citrine Capital LLC691,179$34.1M18.09%+49,09513F-HRTimeline
Signature Resources Capital Management,…97,140$4.79M2.91%+68,14113F-HRTimeline
One Degree Advisors Inc95,156$4.69M1.67%-2,56913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC86,700$4.27M0.13%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,137$3.26M0.01%+40913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,671$2.69M<0.01%+2,00313F-HRTimeline
Elmwood Wealth Management, Inc.54,090$2.67M1.06%+12,70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,415$2.48M<0.01%+21,32513F-HRTimelineGroup
TriaGen Wealth Management LLC39,198$1.93M0.59%+8913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,336$1.74M0.01%+26513F-HR/ATimelineGroup
Root Financial Partners, LLC33,291$1.64M0.16%+7,75313F-HRTimeline
One Capital Management, LLC30,995$1.53M0.05%-15,73513F-HRTimeline
OLD MISSION CAPITAL LLC23,598$1.16M0.03%+12,29913F-HRTimeline
Prospect Financial Group LLC18,879$930K0.97%+1,77113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC17,705$873K0.1%new13F-HRTimeline
Parkshore Wealth Management, Inc.17,704$872K0.43%new13F-HRTimeline
EP Wealth Advisors, LLC16,057$791K0.01%new13F-HRTimeline
LPL Financial LLC15,050$742K<0.01%+10,40013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC14,384$709K0.13%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,909$685K<0.01%+12,17913F-HRTimelineGroup
Willow Creek Wealth Management Inc.13,850$683K0.06%+8,68013F-HRTimeline
True Link Financial Advisors, LLC13,310$656K0.05%-55013F-HRTimeline
FLOW TRADERS U.S. LLC11,971$590K0.02%+5,88213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS9,451$466K0.17%-2,54913F-HRTimeline
Roberts Wealth Advisors, LLC8,437$416K0.12%-1,73813F-HRTimeline
RAM Investment Partners, LLC8,326$410K0.09%-5,25813F-HRTimeline
Burton Enright Welch8,278$408K0.07%-19,14913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…7,174$354K0.14%+72613F-HRTimeline
Tortoise Investment Management, LLC6,779$334K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,589$325K<0.01%new13F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.6,561$323K0.09%new13F-HRTimeline
Fermata Advisors, LLC6,130$302K0.08%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,446$268K0.05%new13F-HRTimeline
Gradient Capital Advisors, LLC5,386$265K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.5,227$258K0.01%+13713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,207$257K<0.01%013F-HR/ATimelineGroup
Kaizen Financial Strategies4,710$232K0.12%new13F-HRTimeline
Retirement Planning Group, LLC4,522$223K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,430$218K<0.01%new13F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC4,065$200K0.16%new13F-HRTimeline
Parkworth Wealth Management, Inc.3,380$167K0.12%+2513F-HRTimeline
IFP Advisors, Inc2,003$98.7K<0.01%+1,00013F-HRTimeline
Larson Financial Group LLC2,000$98.6K<0.01%013F-HRTimeline
Navigoe, LLC1,990$98K0.07%013F-HRTimeline
Farther Finance Advisors, LLC1,404$69.2K<0.01%013F-HRTimeline
Allworth Financial LP796$39.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC755$37K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…505$24.9K<0.01%+413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp315$15.5K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC29$1.43K<0.01%013F-HRTimeline
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.