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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

74 managers (74 13F filers) reported a position in DFCA shares at 2026-03-31, 10,430,110 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
74
13F filers
74
New
11
Added
33
Reduced
13
Sold out
5
Shares held by filers
10,430,110

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MERCER GLOBAL ADVISORS INC /ADV7,027,020$350M0.52%+888,44813F-HRTimeline
HighTower Advisors, LLC1,044,403$52.1M0.06%+29,70013F-HRTimeline
Citrine Capital LLC787,340$39.2M17.02%+202,67713F-HRTimeline
Savvy Advisors, Inc.177,330$8.84M0.24%+12,00213F-HRTimeline
One Degree Advisors Inc117,871$5.88M1.54%+2,70913F-HRTimeline
Elmwood Wealth Management, Inc.117,789$5.87M1.62%+35,62513F-HRTimeline
Signature Resources Capital Management,…111,994$5.58M2.65%+7,95613F-HRTimeline
One Capital Management, LLC72,498$3.61M0.1%+12,36913F-HRTimeline
Root Financial Partners, LLC72,217$3.6M0.17%+18,04613F-HRTimeline
TriaGen Wealth Management LLC66,076$3.29M0.9%+12,62013F-HRTimeline
Vise Technologies, Inc.54,171$2.71M0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,935$2.59M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC51,394$2.56M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,192$2.15M<0.01%+1,79413F-HRTimeline
Mariner, LLCin group Mariner, LLC35,266$1.76M<0.01%+15,83313F-HRTimelineGroup
Foundry Financial LLC30,953$1.54M0.65%+9,19913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,862$1.44M<0.01%-55,70013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,903$1.34M0.01%-37513F-HRTimelineGroup
marrick wealth, LLC23,849$1.19M1%-1,39213F-HRTimeline
Nautilus Advisors LLC23,478$1.17M0.8%+3,16713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,852$1.14M0.11%+72813F-HRTimeline
LPL Financial LLC22,670$1.13M<0.01%+1,07913F-HRTimeline
Parkshore Wealth Management, Inc.21,515$1.07M0.36%+2,32813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,239$1.06M<0.01%013F-HRTimelineGroup
SCRATCH CAPITAL LLC19,593$977K0.56%+1,08813F-HRTimeline
Parallel Advisors, LLC19,157$955K0.02%+9,72913F-HR/ATimeline
Burton Enright Welch18,345$914K0.12%+15313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,144$904K<0.01%+8,52513F-HRTimelineGroup
Prospect Financial Group LLC17,963$895K0.83%-18013F-HRTimeline
RAM Investment Partners, LLC17,315$863K0.15%+1,47313F-HRTimeline
WESPAC Advisors SoCal, LLC14,570$726K0.15%-3,71813F-HRTimeline
RVW Wealth, LLC13,627$679K0.05%new13F-HRTimeline
True Link Financial Advisors, LLC13,310$664K0.04%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,195$658K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,952$646K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,925$544K<0.01%-1,20013F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC10,397$518K0.07%013F-HRTimeline
V2 Financial group LLC9,940$496K0.23%new13F-HRTimeline
Apella Capital, LLC9,252$465K0.01%+1,86313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,068$452K0.15%013F-HRTimeline
Roberts Wealth Advisors, LLC8,549$426K0.11%+11213F-HRTimeline
Hurlow Wealth Management Group, Inc.6,966$347K0.08%013F-HRTimeline
Farther Finance Advisors, LLC6,941$346K<0.01%-10013F-HRTimeline
Tortoise Investment Management, LLC6,590$329K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,589$328K<0.01%013F-HRTimelineGroup
Shore Point Advisors, LLC6,532$326K0.13%+1,01713F-HRTimeline
Fermata Advisors, LLC6,260$312K0.07%+3413F-HRTimeline
Johnson Wealth Management, LLC6,165$307K0.15%+31013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,998$299K<0.01%-98613F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.5,970$298K0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,445$271K<0.01%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC5,386$268K0.07%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,207$260K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,189$259K0.01%-4,01413F-HR/ATimeline
SEEDS INVESTOR LLC5,013$251K0.03%new13F-HRTimeline
Two West Capital Advisors LLC4,965$248K0.13%new13F-HRTimeline
FLC Capital Advisors4,910$245K0.04%new13F-HRTimeline
Wheels Up Wealth, Inc.4,902$244K0.23%-22213F-HRTimeline
Kaizen Financial Strategies4,869$244K0.1%-1,03413F-HRTimeline
Parkwoods Wealth Partners, LLC4,792$239K0.06%-64413F-HRTimeline
Retirement Planning Group, LLC4,618$230K0.01%+2513F-HRTimeline
Pure Financial Advisors, LLC4,578$228K<0.01%+713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,565$228K<0.01%-45213F-HRTimelineGroup
Shearwater Capital LLC4,186$209K0.11%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,146$208K0.06%+10013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC4,065$203K0.12%013F-HRTimeline
IFP Advisors, Inc2,002$99.8K<0.01%013F-HRTimeline
Larson Financial Group LLC2,000$99.7K<0.01%013F-HRTimeline
Allworth Financial LP796$39.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…516$25.7K<0.01%+313F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC409$20.4K<0.01%+613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…334$16.6K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC60$2.99K<0.01%+3013F-HRTimeline
Bell Investment Advisors, Inc27$1.33K<0.01%013F-HRTimeline