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Dimensional Calfornia MB ETF (DFCA)

CUSIP: 25434V633 | NYSE | 119 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citrine Capital LLC1,086,775
17.4% of portfolio›$51.8M
Elmwood Wealth Management, Inc.130,168
1.5% of portfolio›$6.2M
One Degree Advisors Inc128,318
1.3% of portfolio›$6.1M
Signature Resources Capital Management, LLC112,675
2.3% of portfolio›$5.4M
Root Financial Partners, LLC107,819
0.2% of portfolio›$5.1M
Vise Technologies, Inc.104,746
0.0% of portfolio›$5.0M
TriaGen Wealth Management LLC72,241
0.8% of portfolio›$3.4M
Three Arch Wealth Management LLC65,895
0.5% of portfolio›$3.1M
Altiora Financial Group, LLC50,000
0.4% of portfolio›$2.4M
Commonwealth Equity Services, LLC48,619
0.0% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC38,480
0.0% of portfolio›$1.8M
LPL Financial LLC37,662
0.0% of portfolio›$1.8M
Foundry Financial LLC28,162
0.4% of portfolio›$1.3M
Savant Capital, LLC27,227
0.0% of portfolio›$1.3M
Parallel Advisors, LLC26,689
0.0% of portfolio›$1.3M
Lodestar Private Asset Management LLC26,567
0.1% of portfolio›$1.3M
Apella Capital, LLC25,666
0.0% of portfolio›$1.2M
Burton Enright Welch21,542
0.1% of portfolio›$1.0M
Willow Creek Wealth Management Inc.20,407
0.1% of portfolio›$972.8K
Nautilus Advisors LLC20,399
0.6% of portfolio›$972.4K
Scratch Capital LLC17,881
0.5% of portfolio›$852.4K
True Link Financial Advisors, LLC13,460
0.0% of portfolio›$641.6K
Indivisible Partners12,241
0.0% of portfolio›$583.5K
Concurrent Investment Advisors, LLC11,752
0.0% of portfolio›$560.2K
BetterWealth, LLC11,412
0.1% of portfolio›$544.0K
Parkshore Wealth Management, Inc.11,106
0.1% of portfolio›$529.4K
RED Lighthouse Investment Management, LLC11,083
0.2% of portfolio›$528.3K
RVW Wealth, LLC10,711
0.0% of portfolio›$510.6K
RAM Investment Partners, LLC10,450
0.1% of portfolio›$498.2K
Fiduciary Financial Group, LLC10,397
0.1% of portfolio›$495.6K
Tortoise Investment Management, LLC9,190
0.0% of portfolio›$438.1K
DeLarme Wealth Management, Inc.7,825
0.2% of portfolio›$373.0K
Wheels Up Wealth, Inc.7,592
0.3% of portfolio›$361.9K
Wespac Advisors SoCal, LLC7,495
0.1% of portfolio›$357.3K
Kaizen Financial Strategies7,182
0.1% of portfolio›$342.4K
Independent Financial Group, LLC7,019
0.0% of portfolio›$334.6K
Hurlow Wealth Management Group, Inc.6,966
0.1% of portfolio›$332.1K
Shore Point Advisors, LLC6,623
0.1% of portfolio›$315.7K
Fermata Advisors, LLC6,346
0.1% of portfolio›$302.5K
Farther Finance Advisors, LLC6,237
0.0% of portfolio›$297.3K
Brookstone Capital Management5,998
0.0% of portfolio›$285.9K
Gradient Capital Advisors, LLC5,656
0.1% of portfolio›$269.6K
Whitaker-Myers Wealth Managers, Ltd.5,217
0.0% of portfolio›$248.7K
Hill Island Financial LLC5,200
0.1% of portfolio›$247.9K
Two West Capital Advisors LLC4,965
0.1% of portfolio›$235.4K
Shearwater Capital LLC4,733
0.1% of portfolio›$225.6K
Merit Financial Group, LLC4,729
0.0% of portfolio›$225.4K
Retirement Planning Group, LLC4,682
0.0% of portfolio›$223.2K
Roberts Wealth Advisors, LLC4,624
0.0% of portfolio›$220.4K
Dynamic Advisor Solutions LLC4,340
0.0% of portfolio›$206.9K
marrick wealth, LLC4,260
0.1% of portfolio›$203.1K
3 Factor Indexing, LLC3,380
0.1% of portfolio›$161.1K
Birch Financial Group, LLC2,835
0.1% of portfolio›$135.2K
IFP Advisors, Inc2,002
0.0% of portfolio›$95.4K
Larson Financial Group LLC2,000
0.0% of portfolio›$95.3K
Allworth Financial LP796
0.0% of portfolio›$39.9K
Bell Investment Advisors, Inc27
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Citrine Capital LLC
1,086,775$51.8M17.4%ETFVery LowSan Francisco, CA2026-10-14
Elmwood Wealth Management, Inc.
130,168$6.2M1.5%ETFLowBerkeley, CA2026-10-14
One Degree Advisors Inc
128,318$6.1M1.3%ETFLowSan Diego, CA2026-11-06
Signature Resources Capital Management, LLC
112,675$5.4M2.3%ETFLowNewport Beach, CA2026-10-16
Root Financial Partners, LLC
107,819$5.1M0.2%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
104,746$5.0M0.0%IndexLowNew York, NY2026-10-29
TriaGen Wealth Management LLC
72,241$3.4M0.8%CoreMediumCalabasas, CA2026-10-14
Three Arch Wealth Management LLC
65,895$3.1M0.5%ETFVery LowIrvine, CA2026-10-20
Altiora Financial Group, LLC
50,000$2.4M0.4%ETFLowLebanon, OH2026-11-04
Commonwealth Equity Services, LLC
48,619$2.3M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
38,480$1.8M0.0%CoreLowPlymouth, MN2026-10-13
LPL Financial LLC
37,662$1.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Foundry Financial LLC
28,162$1.3M0.4%ETFMediumPasadena, CA2026-10-16
Savant Capital, LLC
27,227$1.3M0.0%IndexVery LowRockford, IL2026-11-06
Parallel Advisors, LLC
26,689$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Lodestar Private Asset Management LLC
26,567$1.3M0.1%ETFLowAlamo, CA2026-10-26
Apella Capital, LLC
25,666$1.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Burton Enright Welch
21,542$1.0M0.1%ETFVery LowWalnut Creek, CA2026-11-04
Willow Creek Wealth Management Inc.
20,407$972.8K0.1%ETFVery LowSebastopol, CA2026-10-26
Nautilus Advisors LLC
20,399$972.4K0.6%GrowthLowLa Jolla, CA2026-10-07
Scratch Capital LLC
17,881$852.4K0.5%ETFMediumBoise, ID2026-11-02
True Link Financial Advisors, LLC
13,460$641.6K0.0%ETFLowSan Francisco, CA2026-10-27
Indivisible Partners
12,241$583.5K0.0%GrowthMediumClearwater, FL2026-10-26
Concurrent Investment Advisors, LLC
11,752$560.2K0.0%GrowthMediumTampa, FL2026-10-16
BetterWealth, LLC
11,412$544.0K0.1%ETFVery LowSan Jose, CA2026-10-15
Parkshore Wealth Management, Inc.
11,106$529.4K0.1%ETFLowGranite Bay, CA2026-10-13
RED Lighthouse Investment Management, LLC
11,083$528.3K0.2%ETFVery LowHillsdale, NY2026-11-02
RVW Wealth, LLC
10,711$510.6K0.0%ETFVery LowLos Angeles, CA2026-10-06
RAM Investment Partners, LLC
10,450$498.2K0.1%ETFLowBellevue, WA2026-10-21
Fiduciary Financial Group, LLC
10,397$495.6K0.1%ETFLowSan Rafael, CA2026-10-13
Tortoise Investment Management, LLC
9,190$438.1K0.0%ETFLowWhite Plains, NY2026-11-06
DeLarme Wealth Management, Inc.
7,825$373.0K0.2%ETFVery LowPalos Verdes Estates, CA2026-10-30
Wheels Up Wealth, Inc.
7,592$361.9K0.3%ETFVery LowBenicia, CA2026-10-27
Wespac Advisors SoCal, LLC
7,495$357.3K0.1%GrowthMediumPasadena, CA2026-10-13
Kaizen Financial Strategies
7,182$342.4K0.1%ETFMediumCampbell, CA2026-10-09
Independent Financial Group, LLC
7,019$334.6K0.0%GrowthLowSan Diego, CA2026-10-13
Hurlow Wealth Management Group, Inc.
6,966$332.1K0.1%ETFVery LowBloomington, IN2026-10-29
Shore Point Advisors, LLC
6,623$315.7K0.1%ETFLowBrielle, NJ2026-10-14
Fermata Advisors, LLC
6,346$302.5K0.1%ETFLowSonoma, CA2026-10-13
Farther Finance Advisors, LLC
6,237$297.3K0.0%IndexLowSan Francisco, CA2026-10-08
Brookstone Capital Management
5,998$285.9K0.0%ETFMediumWheaton, IL2026-10-22
Gradient Capital Advisors, LLC
5,656$269.6K0.1%ETFLowSan Diego, CA2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
5,217$248.7K0.0%ETFMediumMansfield, OH2026-10-09
Hill Island Financial LLC
5,200$247.9K0.1%ETFLowGrand Rapids, MI2026-10-20
Two West Capital Advisors LLC
4,965$235.4K0.1%ETFLowOverland Park, KS2026-10-15
Shearwater Capital LLC
4,733$225.6K0.1%ETFVery LowDenver, CO2026-10-13
Merit Financial Group, LLC
4,729$225.4K0.0%ETFLowAlpharetta, GA2026-11-06
Retirement Planning Group, LLC
4,682$223.2K0.0%ETFVery LowLeawood, KS2026-10-19
Roberts Wealth Advisors, LLC
4,624$220.4K0.0%GrowthLowPalo Alto, CA2026-10-14
Dynamic Advisor Solutions LLC
4,340$206.9K0.0%ETFLowPhoenix, AZ2026-10-13
marrick wealth, LLC
4,260$203.1K0.1%ETFVery LowIrvine, CA2026-10-20
3 Factor Indexing, LLC
3,380$161.1K0.1%ETFLowSacramento, CA2026-10-15
Birch Financial Group, LLC
2,835$135.2K0.1%CoreLowKeene, NH2026-10-27
IFP Advisors, Inc
2,002$95.4K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
2,000$95.3K0.0%GrowthLowSt Louis, MO2026-11-05
Allworth Financial LP
796$39.9K0.0%IndexLowFolsom, CA2026-11-06
Bell Investment Advisors, Inc
27$1.3K0.0%ETFVery LowOrinda, CA2026-10-29