13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
DFCA

Dimensional California Municipal Bond ETF

79 institutions still hold Dimensional California Municipal Bond ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V633·79 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.1%
vs prior quarter
13F value held
$492M
63.0% inst. owned
of float
Holders
79
+119 QoQ
filers reporting
Activity
+49 / −108
+809 added · −847 reduced
this quarter
Concentration
71.20%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported DFCA in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 71.2% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$350M7.0M0.52%Q1 202602
HighTower Advisors, LLC
CIK 0001462245
$52M1.0M0.06%Q1 202603
Citrine Capital LLC
CIK 0002053242
$39M787K17.02%Q1 202604
Savvy Advisors, Inc.
CIK 0002003633
$9M177K0.24%Q1 202605
Elmwood Wealth Management, Inc.
CIK 0001731927
$6M118K1.62%Q1 202606
Signature Resources Capital Management, LLC
CIK 0001940917
$6M112K2.65%Q1 202607
One Capital Management, LLC
CIK 0001606588
$4M72K0.10%Q1 202608
Root Financial Partners, LLC
CIK 0001977181
$4M72K0.17%Q1 202609
TriaGen Wealth Management LLC
CIK 0001843848
$3M66K0.90%Q1 202610
Vise Technologies, Inc.
CIK 0001812090
$3M54K0.05%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M52K0.00%Q1 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$3M51K0.02%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M43K0.00%Q1 202614
Mariner, LLC
CIK 0001373442
$2M35K0.00%Q1 202615
Foundry Financial LLC
CIK 0002085325
$2M31K0.65%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M29K0.00%Q1 202617
Savant Capital, LLC
CIK 0001482880
$1M27K0.01%Q1 202618
marrick wealth, LLC
CIK 0002109850
$1M24K1.00%Q1 202619
Nautilus Advisors LLC
CIK 0002083253
$1M23K0.80%Q1 202620
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$1M23K0.11%Q1 2026
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