DIMENSIONAL CALFORNIA MB ETF DFCA
$50.21
+0.0% 52w: $47.73 – $50.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.7349.0050.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+5 QoQ
13F value
$520.0M
+13.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFCA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 7.0M | $350.3M | 0.5% | +14.5% |
| HighTower Advisors, LLC | Diversified mechanical | 1.0M | $52.1M | 0.1% | +2.9% |
| Citrine Capital LLC | Wealth advisor | 787.3K | $39.2M | 17.0% | +34.7% |
| Savvy Advisors, Inc. | Wealth advisor | 177.3K | $8.8M | 0.2% | +7.3% |
| One Degree Advisors Inc | Wealth advisor | 117.9K | $5.9M | 1.5% | +2.4% |
| Elmwood Wealth Management, Inc. | Wealth advisor | 117.8K | $5.9M | 1.6% | +43.4% |
| Signature Resources Capital Management, LLC | Wealth advisor | 112.0K | $5.6M | 2.6% | +7.6% |
| One Capital Management, LLC | Wealth advisor | 72.5K | $3.6M | 0.1% | +20.6% |
| Root Financial Partners, LLC | Wealth advisor | 72.2K | $3.6M | 0.2% | +33.3% |
| TriaGen Wealth Management LLC | Wealth advisor | 66.1K | $3.3M | 0.9% | +23.6% |
| Vise Technologies, Inc. | Wealth advisor | 54.2K | $2.7M | 0.1% | Held |
| JANE STREET GROUP, LLC | Market maker | 51.9K | $2.6M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 51.4K | $2.6M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 43.2K | $2.2M | 0.0% | +4.3% |
| Mariner, LLC | Diversified mechanical | 35.3K | $1.8M | 0.0% | +81.5% |
| Foundry Financial LLC | Wealth advisor | 31.0K | $1.5M | 0.7% | +42.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 28.9K | $1.4M | 0.0% | -65.9% |
| Savant Capital, LLC | Wealth advisor | 26.9K | $1.3M | 0.0% | -1.4% |
| marrick wealth, LLC | Wealth advisor | 23.8K | $1.2M | 1.0% | -5.5% |
| Nautilus Advisors LLC | Other | 23.5K | $1.2M | 0.8% | +15.6% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 22.9K | $1.1M | 0.1% | +3.3% |
| LPL Financial LLC | Bank broker | 22.7K | $1.1M | 0.0% | +5.0% |
| Parkshore Wealth Management, Inc. | Wealth advisor | 21.5K | $1.1M | 0.4% | +12.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 21.2K | $1.1M | 0.0% | Held |
| SCRATCH CAPITAL LLC | Wealth advisor | 19.6K | $977K | 0.6% | +5.9% |
| Parallel Advisors, LLC | Wealth advisor | 19.2K | $955K | 0.0% | +103.2% |
| Burton Enright Welch | Wealth advisor | 18.3K | $914K | 0.1% | +0.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 18.1K | $904K | 0.0% | +88.6% |
| Prospect Financial Group LLC | Wealth advisor | 18.0K | $895K | 0.8% | -1.0% |
| RAM Investment Partners, LLC | Wealth advisor | 17.3K | $863K | 0.2% | +9.3% |
| WESPAC Advisors SoCal, LLC | Other | 14.6K | $726K | 0.2% | -20.3% |
| RVW Wealth, LLC | Wealth advisor | 13.6K | $679K | 0.1% | New |
| True Link Financial Advisors, LLC | Wealth advisor | 13.3K | $664K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.2K | $658K | 0.0% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 13.0K | $646K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 10.9K | $544K | 0.0% | -9.9% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 10.4K | $518K | 0.1% | Held |
| V2 Financial group LLC | Wealth advisor | 9.9K | $496K | 0.2% | New |
| Apella Capital, LLC | Wealth advisor | 9.3K | $465K | 0.0% | +25.2% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | Wealth advisor | 9.1K | $452K | 0.2% | Held |
| Roberts Wealth Advisors, LLC | Other | 8.5K | $426K | 0.1% | +1.3% |
| Hurlow Wealth Management Group, Inc. | Wealth advisor | 7.0K | $347K | 0.1% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 6.9K | $346K | 0.0% | -1.4% |
| Tortoise Investment Management, LLC | Wealth advisor | 6.6K | $329K | 0.0% | Held |
| Pathstone Holdings, LLC | Diversified mechanical | 6.6K | $328K | 0.0% | Held |
| Shore Point Advisors, LLC | Wealth advisor | 6.5K | $326K | 0.1% | +18.4% |
| Fermata Advisors, LLC | Wealth advisor | 6.3K | $312K | 0.1% | +0.5% |
| Johnson Wealth Management, LLC | Wealth advisor | 6.2K | $307K | 0.1% | +5.3% |
| Brookstone Capital Management | Wealth advisor | 6.0K | $299K | 0.0% | -14.1% |
| Henrickson Nauta Wealth Advisors, Inc. | Wealth advisor | 6.0K | $298K | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.