Who Owns DIMENSIONAL CALFORNIA MB ETF (DFCA)? -- Institutional Holders (2026-06-30)

86 institutions reported holding $542.9M of DIMENSIONAL CALFORNIA MB ETF (DFCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($385.3M), Citrine Capital LLC ($50.3M), HighTower Advisors, LLC ($21.6M), Savvy Advisors, Inc. ($9.6M), Elmwood Wealth Management, Inc. ($6.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MERCER GLOBAL ADVISORS INC /ADV$385.3M7.7MAdded
2Citrine Capital LLC$50.3M1.0MAdded
3HighTower Advisors, LLC$21.6M431,110Trimmed
4Savvy Advisors, Inc.$9.6M191,505Added
5Elmwood Wealth Management, Inc.$6.2M124,368Added
6One Degree Advisors Inc$6.1M122,336Added
7Signature Resources Capital Management, LLC$5.5M109,573Trimmed
8One Capital Management, LLC$3.6M72,498Hold
9TriaGen Wealth Management LLC$3.6M71,160Added
10Vise Technologies, Inc.$3.4M68,467Added
11Root Financial Partners, LLC$3.2M63,917Trimmed
12Integrated Wealth Concepts LLC$2.7M53,670Added
13COMMONWEALTH EQUITY SERVICES, LLC$2.5M49,553Added
14Three Arch Wealth Management LLC$2.4M47,602New
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M29,721Added
16Foundry Financial LLC$1.5M29,474Trimmed
17Savant Capital, LLC$1.4M27,057Added
18Laird Norton Wetherby Trust Company, LLC$1.3M26,500New
19OSAIC HOLDINGS, INC.$1.3M25,909Added
20Parallel Advisors, LLC$1.3M25,673Added
21marrick wealth, LLC$1.3M25,416Added
22Nautilus Advisors LLC$1.2M24,187Added
23LPL Financial LLC$1.2M23,606Added
24Elequin Capital, LP$1.1M22,667New
25LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.1M22,146Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30