Who Owns DIMENSIONAL ETF TRUST CALIF MU (DFCA)? -- Institutional Holders (2026-06-30)
86 institutions reported holding $542.9M of DIMENSIONAL ETF TRUST CALIF MU (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $385.3M | 7.7M | Added |
| 2 | Citrine Capital LLC | $50.3M | 1.0M | Added |
| 3 | HighTower Advisors, LLC | $21.6M | 431,110 | Trimmed |
| 4 | Savvy Advisors, Inc. | $9.6M | 191,505 | Added |
| 5 | Elmwood Wealth Management, Inc. | $6.2M | 124,368 | Added |
| 6 | One Degree Advisors Inc | $6.1M | 122,336 | Added |
| 7 | Signature Resources Capital Management, LLC | $5.5M | 109,573 | Trimmed |
| 8 | One Capital Management, LLC | $3.6M | 72,498 | Hold |
| 9 | TriaGen Wealth Management LLC | $3.6M | 71,160 | Added |
| 10 | Vise Technologies, Inc. | $3.4M | 68,467 | Added |
| 11 | Root Financial Partners, LLC | $3.2M | 63,917 | Trimmed |
| 12 | Integrated Wealth Concepts LLC | $2.7M | 53,670 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 49,553 | Added |
| 14 | Three Arch Wealth Management LLC | $2.4M | 47,602 | New |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 29,721 | Added |
| 16 | Foundry Financial LLC | $1.5M | 29,474 | Trimmed |
| 17 | Savant Capital, LLC | $1.4M | 27,057 | Added |
| 18 | Laird Norton Wetherby Trust Company, LLC | $1.3M | 26,500 | New |
| 19 | OSAIC HOLDINGS, INC. | $1.3M | 25,909 | Added |
| 20 | Parallel Advisors, LLC | $1.3M | 25,673 | Added |
| 21 | marrick wealth, LLC | $1.3M | 25,416 | Added |
| 22 | Nautilus Advisors LLC | $1.2M | 24,187 | Added |
| 23 | LPL Financial LLC | $1.2M | 23,606 | Added |
| 24 | Elequin Capital, LP | $1.1M | 22,667 | New |
| 25 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.1M | 22,146 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30