DFCA DIMENSIONAL ETF TRUST
FollowCALIF MUN BD ETF (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in DFCA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Apella Capital, LLC | 25,666 | $1.22M | 0.02% | +15,087 | 13F-HRTimeline |
| Nautilus Advisors LLC | 20,399 | $972K | 0.59% | -3,788 | 13F-HRTimeline |
| RVW Wealth, LLC | 10,711 | $511K | 0.03% | 0 | 13F-HRTimeline |
| Kaizen Financial Strategies | 7,182 | $342K | 0.13% | +2,028 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,237 | $297K | <0.01% | 0 | 13F-HRTimeline |
| Whitaker-Myers Wealth Managers, LTD. | 5,217 | $249K | 0.04% | new | 13F-HRTimeline |