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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

69 managers (69 13F filers) reported a position in DFCA shares at 2025-12-31, 9,164,686 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
69
13F filers
69
New
8
Added
36
Reduced
7
Sold out
3
Shares held by filers
9,164,686

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV6,138,572$307M0.47%+910,15313F-HRTimeline
HighTower Advisors, LLC1,014,703$50.8M0.06%+45,28113F-HRTimeline
Citrine Capital LLC584,663$29.3M13.59%-132,47313F-HRTimeline
Savvy Advisors, Inc.165,328$8.28M0.27%+1,28813F-HRTimeline
One Degree Advisors Inc115,162$5.77M1.59%+4,48013F-HRTimeline
Signature Resources Capital Management,…104,038$5.21M2.63%+5,16113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,562$4.24M0.01%+4,28613F-HRTimeline
Elmwood Wealth Management, Inc.82,164$4.11M1.3%+19,32413F-HRTimeline
One Capital Management, LLC60,129$3.01M0.09%+13,13413F-HRTimeline
Vise Technologies, Inc.54,171$2.71M0.05%new13F-HRTimeline
Root Financial Partners, LLC54,171$2.71M0.14%+1,81313F-HRTimeline
TriaGen Wealth Management LLC53,456$2.68M0.69%+5,63213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,398$2.07M<0.01%-2,30613F-HRTimeline
Elequin Capital, LP34,156$1.71M0.22%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,672$1.69M<0.01%+7,49613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC27,278$1.37M0.01%+73213F-HRTimelineGroup
marrick wealth, LLC25,241$1.26M1.03%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,124$1.11M0.11%+27413F-HRTimeline
Foundry Financial LLC21,754$1.09M0.57%13F-HRTimeline
LPL Financial LLC21,591$1.08M<0.01%+19813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,239$1.06M<0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC20,994$1.05M0.04%+1,89113F-HRTimeline
Nautilus Advisors LLC20,311$1.02M0.66%+10,27013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,433$973K<0.01%+2,11113F-HRTimelineGroup
Parkshore Wealth Management, Inc.19,187$961K0.36%+1,48313F-HRTimeline
SCRATCH CAPITAL LLC18,505$927K0.61%+4,98513F-HRTimeline
WESPAC Advisors SoCal, LLC18,288$916K0.18%+2,87913F-HRTimeline
Burton Enright Welch18,192$911K0.13%+2,75313F-HRTimeline
Prospect Financial Group LLC18,143$909K0.84%-25913F-HRTimeline
RAM Investment Partners, LLC15,842$793K0.14%+6,51513F-HRTimeline
SB Capital Management Inc14,714$737K0.27%13F-HRTimeline
True Link Financial Advisors, LLC13,310$667K0.04%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,195$661K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,125$607K<0.01%-9,65413F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC10,397$521K0.07%013F-HRTimeline
Pallas Capital Advisors LLC10,000$501K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,619$482K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC9,428$472K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,203$461K0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,068$454K0.16%+1,60013F-HRTimeline
Roberts Wealth Advisors, LLC8,437$423K0.11%013F-HRTimeline
Apella Capital, LLC7,389$370K0.01%+2,11413F-HRTimeline
Farther Finance Advisors, LLC7,041$353K<0.01%+5,63713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,984$350K<0.01%+2,67913F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.6,966$349K0.09%013F-HRTimeline
Tortoise Investment Management, LLC6,590$330K0.03%-1,20213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,589$330K<0.01%013F-HRTimelineGroup
Fermata Advisors, LLC6,226$312K0.07%+5313F-HRTimeline
Kaizen Financial Strategies5,903$296K0.13%+1,13413F-HRTimeline
Johnson Wealth Management, LLC5,855$293K0.15%+9013F-HRTimeline
Shore Point Advisors, LLC5,515$276K0.12%new13F-HRTimeline
Parkwoods Wealth Partners, LLC5,436$272K0.08%-49813F-HRTimeline
Gradient Capital Advisors, LLC5,386$270K0.07%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,207$261K<0.01%new13F-HR/ATimelineGroup
Wheels Up Wealth, Inc.5,124$257K0.24%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,017$251K<0.01%new13F-HR/ATimelineGroup
Retirement Planning Group, LLC4,593$230K0.01%+3913F-HRTimeline
Pure Financial Advisors, LLC4,571$229K<0.01%+1113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC4,065$204K0.12%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,046$203K0.06%-4,10513F-HRTimeline
GAMMA Investing LLC2,115$106K0.01%+813F-HRTimeline
IFP Advisors, Inc2,002$100K<0.01%013F-HRTimeline
Larson Financial Group LLC2,000$100K<0.01%013F-HRTimeline
Allworth Financial LP796$39.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…513$25.7K<0.01%+413F-HRTimelineGroup
CWM, LLCin group CWM, LLC403$20K<0.01%+313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…334$16.7K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC30$1.5K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc27$1.33K<0.01%+113F-HRTimeline