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Dimensional California Municipal Bond ETF (DFCA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$146.41M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$37.12M
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DFCA Institutional Buying and Selling by Quarter

Dimensional California Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 EP Wealth Advisors LLC16,057$791K0.0%N/A0.174%
8/14/2025 Jane Street Group LLC50,415$2.48M0.0%+73.3%0.531%
8/13/2025 Flow Traders U.S. LLC11,971$590K0.0%+96.6%0.126%
8/12/2025 JPMorgan Chase & Co.13,909$685K0.0%+704.0%0.146%
8/11/2025 Root Financial Partners LLC33,291$1.64M0.2%+30.4%0.360%
8/8/2025 RAM Investment Partners LLC8,326$410K0.1%-38.7%0.090%
8/8/2025 Kaizen Financial Strategies4,710$232K0.1%N/A0.051%
8/6/2025 Savant Capital LLC35,336$1.74M0.0%+0.8%0.382%
8/1/2025 Red Lighthouse Investment Management LLC7,174$354K0.1%+11.3%0.078%
8/1/2025 Envestnet Asset Management Inc.4,740,194$233.60M0.1%+7.1%51.245%
7/28/2025 Elmwood Wealth Management Inc.54,090$2.67M1.1%+30.7%0.585%
7/25/2025 Lodestar Private Asset Management LLC17,705$873K0.1%N/A0.186%
7/25/2025 One Degree Advisors Inc95,156$4.69M1.7%-2.6%1.002%
7/24/2025 IFP Advisors Inc2,003$99K0.0%+99.7%0.022%
7/24/2025 True Link Financial Advisors LLC13,310$656K0.0%-4.0%0.144%
7/23/2025 Roberts Wealth Advisors LLC8,437$416K0.1%-17.1%0.091%
7/18/2025 Citrine Capital LLC691,179$34.06M18.1%+7.6%7.472%
7/17/2025 Willow Creek Wealth Management Inc.13,850$683K0.1%+167.9%0.151%
7/16/2025 Signature Resources Capital Management LLC97,140$4.79M2.9%+235.0%1.062%
7/16/2025 Gradient Capital Advisors LLC5,386$265K0.1%N/A0.059%
7/15/2025 Regatta Capital Group LLC5,446$268K0.0%N/A0.060%
7/14/2025 Parkshore Wealth Management Inc.17,704$872K0.4%N/A0.193%
7/10/2025 Hurlow Wealth Management Group Inc.6,561$323K0.1%N/A0.072%
7/10/2025 Wealth Enhancement Advisory Services LLC66,137$3.26M0.0%+0.6%0.731%
7/9/2025 Fermata Advisors LLC6,130$302K0.1%N/A0.068%
7/1/2025 First National Bank Sioux Falls9,451$466K0.2%-21.2%0.107%
5/19/2025Jane Street Group LLC29,090$1.44M0.0%-75.1%0.348%
5/15/2025OLD Mission Capital LLC11,299$560K0.0%-61.7%0.139%
5/15/2025Tortoise Investment Management LLC6,779$336K0.0%+74.8%0.084%
5/13/2025TriaGen Wealth Management LLC39,109$1.94M0.7%-0.6%0.483%
5/13/2025Callan Family Office LLC86,700$4.30M0.3%N/A1.070%
5/13/2025HighTower Advisors LLC796,644$39.51M0.1%+30.9%9.835%
5/12/2025One Degree Advisors Inc97,725$4.85M2.0%+1.6%1.206%
5/9/2025Atria Wealth Solutions Inc.5,090$252K0.0%N/A0.063%
5/7/2025Prospect Financial Group LLC17,108$849K1.1%+130.9%0.211%
4/29/2025Envestnet Asset Management Inc.4,423,967$219.43M0.1%+3.5%54.617%
4/28/2025Elmwood Wealth Management Inc.41,390$2.05M0.8%+135.4%0.511%
4/28/2025Red Lighthouse Investment Management LLC6,448$325K0.1%+7.5%0.080%
4/25/2025Root Financial Partners LLC25,538$1.27M0.1%+32.6%0.310%
4/23/2025RAM Investment Partners LLC13,584$674K0.2%+66.8%0.165%
4/23/2025Citrine Capital LLC642,084$31.85M19.9%+215.0%7.783%
4/21/2025True Link Financial Advisors LLC13,860$687K0.1%+5.7%0.168%
4/21/2025Roberts Wealth Advisors LLC10,175$505K0.2%N/A0.123%
4/16/2025Wealth Enhancement Advisory Services LLC65,728$3.26M0.0%+15.8%0.797%
4/16/2025Signature Resources Capital Management LLC28,999$1.44M1.2%+152.4%0.352%
4/15/2025Fiduciary Financial Group LLC14,384$701K0.1%+99.6%0.174%
4/15/2025First National Bank Sioux Falls12,000$595K0.2%+9.1%0.145%
3/17/2025Wealth Enhancement Advisory Services LLC56,750$2.84M0.0%+43.1%0.698%
2/17/2025EP Wealth Advisors LLC7,706$386K0.0%N/A0.143%
2/17/2025Citadel Advisors LLC6,209$311K0.0%N/A0.115%
2/14/2025Mercer Global Advisors Inc. ADV3,837,026$192.04M0.5%-13.9%71.056%
2/14/2025Jane Street Group LLC117,016$5.86M0.0%+252.4%2.167%
2/14/2025Navigoe LLC1,990$99K0.1%N/A0.037%
2/14/2025Susquehanna International Group LLP55,879$2.80M0.0%+1,010.5%1.035%
2/13/2025One Degree Advisors Inc96,178$4.82M2.0%+7.8%1.781%
2/13/2025Envestnet Asset Management Inc.4,275,552$213.99M0.1%+9.5%79.177%
2/12/2025Martin Worley Group9,064$454K0.3%N/A0.168%
2/12/2025OLD Mission Capital LLC29,531$1.48M0.0%+3.7%0.547%
2/12/2025Life Planning Partners Inc99,700$4.99M0.7%N/A1.846%
2/12/2025JPMorgan Chase & Co.1,133$57K0.0%N/A0.021%
2/11/2025Prospect Financial Group LLC7,410$371K0.5%N/A0.137%
2/10/2025Commonwealth Equity Services LLC51,453$2.58M0.0%+9.2%0.953%
2/10/2025Farther Finance Advisors LLC1,404$70K0.0%N/A0.026%
2/10/2025Parkworth Wealth Management Inc.3,335$167K0.1%N/A0.062%
2/7/2025HighTower Advisors LLC608,450$30.45M0.0%+38.1%11.268%
2/7/2025Tortoise Investment Management LLC3,879$194K0.0%-45.2%0.072%
2/6/2025One Capital Management LLC13,535$677K0.0%+23.9%0.251%
1/30/2025Root Financial Partners LLC19,255$964K0.1%+18.5%0.357%
1/30/2025Life Planning Partners Inc99,700$4.99M0.0%N/A1.846%
1/29/2025FMB Wealth Management12,458$624K0.4%+3.6%0.231%
1/29/2025Savant Capital LLC34,870$1.75M0.0%N/A0.646%
1/28/2025RAM Investment Partners LLC8,144$408K0.1%+18.6%0.151%
1/27/2025Citrine Capital LLC203,819$10.20M7.5%N/A3.774%
1/23/2025TriaGen Wealth Management LLC39,362$1.97M0.7%+5.2%0.729%
1/17/2025Signature Resources Capital Management LLC11,490$575K0.5%+13.4%0.213%
1/16/2025True Link Financial Advisors LLC13,110$656K0.1%+9.7%0.243%
1/14/2025Apella Capital LLC10,683$535K0.0%N/A0.198%
1/14/2025Fiduciary Financial Group LLC7,205$359K0.1%+35.0%0.133%
1/13/2025Elmwood Wealth Management Inc.17,580$880K0.4%N/A0.326%
11/15/2024Jane Street Group LLC33,208$1.68M0.0%N/A0.615%
11/15/2024HighTower Advisors LLC440,494$22.33M0.0%+1.2%8.157%
11/12/2024Larson Financial Group LLC2,000$101K0.0%N/A0.037%
10/29/2024First National Bank Sioux Falls11,000$557K0.3%+46.7%0.204%
10/24/2024Wealth Enhancement Advisory Services LLC39,668$2.01M0.0%+85.9%0.735%
10/22/2024RAM Investment Partners LLC6,869$348K0.1%+4.6%0.127%
10/19/2024One Degree Advisors Inc89,188$4.52M1.9%N/A1.652%
10/18/2024TriaGen Wealth Management LLC37,422$1.90M0.6%+73.2%0.693%
10/8/2024Evanson Asset Management LLC5,785$293K0.0%N/A0.107%
8/30/2024Strategic Investment Solutions Inc. IL2,020$102K0.0%N/A0.037%
8/12/2024Mercer Global Advisors Inc. ADV3,989,726$199.81M0.5%+7.5%73.884%
8/8/2024Envestnet Asset Management Inc.3,555,339$178.05M0.1%+5.5%65.840%
8/2/2024Tortoise Investment Management LLC6,102$306K0.0%-45.6%0.113%
7/31/2024Commonwealth Equity Services LLC45,538$2.28M0.0%-1.4%0.843%
7/30/2024RAM Investment Partners LLC6,567$329K0.1%+17.4%0.122%
7/19/2024Signature Resources Capital Management LLC10,176$510K0.4%+324.7%0.188%
7/18/2024TriaGen Wealth Management LLC21,607$1.08M0.4%+46.5%0.400%
7/18/2024Fiduciary Financial Group LLC5,336$268K0.1%N/A0.099%
7/16/2024Wealth Enhancement Advisory Services LLC21,333$1.07M0.0%+1.3%0.395%
7/12/2024True Link Financial Advisors LLC11,950$598K0.1%+2.1%0.221%
5/15/2024CoreFirst Bank & Trust1,032$52K0.0%N/A0.019%
(Data available from 1/1/2016 forward)

DFCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFCA shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Dimensional California Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($233.60M), Mercer Global Advisors Inc. ADV ($192.04M), HighTower Advisors LLC ($39.51M), Citrine Capital LLC ($34.06M), Life Planning Partners Inc ($4.99M), Signature Resources Capital Management LLC ($4.79M), and One Degree Advisors Inc ($4.69M).Learn more on Dimensional California Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Dimensional California Municipal Bond ETF's stock?

Of the 54 institutional investors that purchased Dimensional California Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.05M), Mercer Global Advisors Inc. ADV ($3.18M), Citrine Capital LLC ($691.18K), HighTower Advisors LLC ($361.24K), Life Planning Partners Inc ($199.40K), Jane Street Group LLC ($138.34K), and One Degree Advisors Inc ($97.73K).

How much institutional buying is happening at Dimensional California Municipal Bond ETF?

Institutional investors have bought a total of 2,940,777 shares in the last 24 months. This purchase volume represents approximately $146.41M in transactions.

Which of Dimensional California Municipal Bond ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Dimensional California Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($620.45K), Jane Street Group LLC ($87.93K), OLD Mission Capital LLC ($18.23K), RAM Investment Partners LLC ($5.26K), Tortoise Investment Management LLC ($3.20K), One Degree Advisors Inc ($2.57K), and First National Bank Sioux Falls ($2.55K).

How much institutional selling is happening at Dimensional California Municipal Bond ETF?

Institutional investors have sold a total of 742,723 shares in the last 24 months. This volume of shares sold represents approximately $37.12M in transactions.


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This page (NYSEARCA:DFCA) was last updated on 9/18/2025 by MarketBeat.com Staff
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