13F Insight
DOSSIER · 13F Holders · Q2 2026
DFCA

Dimensional California Municipal Bond ETF

90 institutions still hold Dimensional California Municipal Bond ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V633·90 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$514M
visible holders
Holders
90
filers reporting
Concentration
74.71%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported DFCA in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 74.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$384M7.7M0.48%Q2 202602
Citrine Capital LLC
CIK 0002053242
$50M1.0M18.60%Q2 202603
HighTower Advisors, LLC
CIK 0001462245
$22M431K0.02%Q2 202604
Savvy Advisors, Inc.
CIK 0002003633
$10M192K0.20%Q2 202605
Elmwood Wealth Management, Inc.
CIK 0001731927
$6M124K1.56%Q2 202606
One Degree Advisors Inc
CIK 0002005743
$6M118K1.54%Q1 202607
Signature Resources Capital Management, LLC
CIK 0001940917
$5M110K2.17%Q2 202608
One Capital Management, LLC
CIK 0001606588
$4M72K0.10%Q2 202609
TriaGen Wealth Management LLC
CIK 0001843848
$4M71K0.89%Q2 202610
Vise Technologies, Inc.
CIK 0001812090
$3M68K0.04%Q2 202611
Root Financial Partners, LLC
CIK 0001977181
$3M64K0.12%Q2 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$3M54K0.01%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M52K0.00%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M50K0.00%Q2 202615
Three Arch Wealth Management LLC
CIK 0002109462
$2M48K0.37%Q2 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M30K0.00%Q2 202617
Foundry Financial LLC
CIK 0002085325
$1M29K0.50%Q2 202618
Savant Capital, LLC
CIK 0001482880
$1M27K0.00%Q2 202619
Laird Norton Wetherby Trust Company, LLC
CIK 0000723204
$1M27K0.03%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M26K0.00%Q2 2026
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