Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CALIF MUN BD ETF
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Number of holders
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53
-
Total 13F shares, excl. options
-
11.7M
-
Shares change
-
+869K
-
Total reported value, excl. options
-
$576M
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Value change
-
+$42.8M
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Number of buys
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36
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Number of sells
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-13
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Price
-
$49.28
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q2 2025
60 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q2 2025.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.7M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (4.74M shares), MERCER GLOBAL ADVISORS INC /ADV (4.48M shares), HighTower Advisors, LLC (844K shares), Citrine Capital LLC (691K shares), Signature Resources Capital Management, LLC (97.1K shares), One Degree Advisors Inc (95.2K shares), Callan Family Office, LLC (86.7K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (66.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (54.7K shares), and Elmwood Wealth Management, Inc. (54.1K shares).
This table shows the top 53 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.