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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

61 managers (61 13F filers) reported a position in DFCA shares at 2025-09-30, 8,133,445 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
15
Added
24
Reduced
9
Sold out
6
Shares held by filers
8,133,445

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MERCER GLOBAL ADVISORS INC /ADV5,228,419$261M0.43%+749,88613F-HRTimeline
HighTower Advisors, LLC969,422$48.3M0.05%+125,00013F-HRTimeline
Citrine Capital LLC717,136$35.7M16.55%+25,95713F-HRTimeline
Savvy Advisors, Inc.164,040$8.17M0.38%new13F-HRTimeline
One Degree Advisors Inc110,682$5.51M1.69%+15,52613F-HRTimeline
Signature Resources Capital Management,…98,877$4.93M2.7%+1,73713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,276$4.01M0.01%+14,13913F-HRTimeline
Elmwood Wealth Management, Inc.62,840$3.13M1.11%+8,75013F-HRTimeline
Root Financial Partners, LLC52,358$2.61M0.16%+19,06713F-HRTimeline
TriaGen Wealth Management LLC47,824$2.38M0.62%+8,62613F-HRTimeline
One Capital Management, LLC46,995$2.34M0.07%+16,00013F-HRTimeline
Integrated Wealth Concepts LLC45,706$2.28M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,704$2.18M<0.01%-10,96713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,546$1.32M0.01%-8,79013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,176$1.3M<0.01%new13F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC21,850$1.09M0.11%+4,14513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,779$1.09M<0.01%+7,87013F-HR/ATimelineGroup
LPL Financial LLC21,393$1.07M<0.01%+6,34313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,239$1.05M<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC19,103$952K0.03%-4,49513F-HRTimeline
Prospect Financial Group LLC18,402$917K0.9%-47713F-HRTimeline
Parkshore Wealth Management, Inc.17,704$882K0.36%013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,322$863K<0.01%+12,89213F-HRTimelineGroup
Burton Enright Welch15,439$769K0.12%+7,16113F-HRTimeline
WESPAC Advisors SoCal, LLC15,409$768K0.16%new13F-HRTimeline
Willow Creek Wealth Management Inc.13,951$695K0.06%+10113F-HRTimeline
SCRATCH CAPITAL LLC13,520$674K0.44%new13F-HRTimeline
True Link Financial Advisors, LLC13,310$663K0.04%013F-HRTimeline
FLOW TRADERS U.S. LLC11,971$596K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,397$518K0.08%-3,98713F-HRTimeline
Nautilus Advisors LLC10,041$500K0.34%new13F-HRTimeline
Pallas Capital Advisors LLC10,000$498K0.02%new13F-HRTimeline
Parallel Advisors, LLC9,428$470K0.01%new13F-HRTimeline
RAM Investment Partners, LLC9,327$465K0.09%+1,00113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,203$459K0.01%new13F-HRTimeline
Roberts Wealth Advisors, LLC8,437$420K0.11%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,151$406K0.13%-1,30013F-HRTimeline
Tortoise Investment Management, LLC7,792$388K0.03%+1,01313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…7,468$372K0.13%+29413F-HRTimeline
Hurlow Wealth Management Group, Inc.6,966$347K0.09%+40513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,589$328K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,194$309K<0.01%-44,22113F-HRTimelineGroup
Fermata Advisors, LLC6,173$308K0.08%+4313F-HRTimeline
Parkwoods Wealth Partners, LLC5,934$296K0.1%new13F-HRTimeline
Johnson Wealth Management, LLC5,765$287K0.16%13F-HRTimeline
Gradient Capital Advisors, LLC5,386$268K0.07%013F-HRTimeline
Apella Capital, LLC5,275$265K0.01%new13F-HRTimeline
Kaizen Financial Strategies4,769$239K0.11%+5913F-HRTimeline
Pure Financial Advisors, LLC4,560$227K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC4,554$227K0.01%+3213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,305$214K<0.01%new13F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC4,065$203K0.12%013F-HRTimeline
GAMMA Investing LLC2,107$105K0.01%new13F-HRTimeline
IFP Advisors, Inc2,002$99.8K<0.01%-113F-HR/ATimeline
Larson Financial Group LLC2,000$99.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,404$70K<0.01%013F-HRTimeline
Allworth Financial LP796$39.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…509$25.3K<0.01%+413F-HRTimelineGroup
CWM, LLCin group CWM, LLC400$20K<0.01%-35513F-HRTimelineGroup
Horizon Investments, LLC29$1.44K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc26$1.32K<0.01%013F-HRTimeline