Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / CALIF MUN BD ETF
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Number of holders
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58
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Total 13F shares, excl. options
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8.1M
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Shares change
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-3.56M
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Total reported value, excl. options
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$404M
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Value change
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-$175M
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Number of buys
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37
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Number of sells
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-14
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Price
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$49.83
Significant Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q3 2025
64 filings reported holding DFCA - DIMENSIONAL ETF TRUST - CALIF MUN BD ETF as of Q3 2025.
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.1M shares
.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (5.23M shares), HighTower Advisors, LLC (969K shares), Citrine Capital LLC (717K shares), Savvy Advisors, Inc. (164K shares), One Degree Advisors Inc (111K shares), Signature Resources Capital Management, LLC (98.9K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (80.3K shares), Elmwood Wealth Management, Inc. (62.8K shares), Root Financial Partners, LLC (52.4K shares), and TriaGen Wealth Management LLC (47.8K shares).
This table shows the top 58 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.