Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
10,816,524
-
Shares change
-
+1,181,169
-
Total reported value, excl. options
-
$536,483,136
-
Value change
-
+$58,568,319
-
Number of buys
-
30
-
Number of sells
-
-14
-
Price
-
$49.6
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q1 2025
54 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q1 2025.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,816,524 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (4,423,967 shares), MERCER GLOBAL ADVISORS INC /ADV (4,201,497 shares), HighTower Advisors, LLC (796,644 shares), Citrine Capital LLC (642,084 shares), One Degree Advisors Inc (97,725 shares), Callan Family Office, LLC (86,700 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (65,728 shares), COMMONWEALTH EQUITY SERVICES, LLC (52,668 shares), One Capital Management, LLC (46,730 shares), and Elmwood Wealth Management, Inc. (41,390 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.