Who owns DFCA?
Dimensional California Municipal Bond ETF · Dimensional
83 institutions reported holding DFCA, worth $542.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFCA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Denver, CO | $385.3M | 7,677,438 | +650,418 shares |
| Citrine Capital LLC | San Francisco, CA | $50.3M | 1,001,570 | +214,230 shares |
| HighTower Advisors, LLC | Chicago, IL | $21.6M | 431,110 | −613,293 shares |
| Savvy Advisors, Inc. | New York, NY | $9.6M | 191,505 | +14,175 shares |
| Elmwood Wealth Management, Inc. | Berkeley, CA | $6.2M | 124,368 | +6,579 shares |
| One Degree Advisors Inc | San Diego, CA | $6.1M | 122,336 | +4,465 shares |
| Signature Resources Capital Management, LLC | Newport Beach, CA | $5.5M | 109,573 | −2,421 shares |
| One Capital Management, LLC | Westlake Village, CA | $3.6M | 72,498 | No change |
| TriaGen Wealth Management LLC | Calabasas, CA | $3.6M | 71,160 | +5,084 shares |
| Vise Technologies, Inc. | New York, NY | $3.4M | 68,467 | +14,296 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFCA?
83 institutional managers reported holding DFCA in Form 13F filings for June 30, 2026, worth $542.9M in total. The largest reported position was held by Mercer Global Advisors Inc., at $385.3M.
Did institutions buy or sell DFCA last quarter?
Reported 13F value rose 4.4% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFCA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.