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Dimensional Calfornia MB ETF (DFCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Citrine Capital LLC
INCREASED
Shares1,086,775 from 1,001,570
Change+85,205 (+9%)
Value$51.8M (+$1.5M)
Filed 2026-10-14
HighTower Advisors, LLC
DECREASED
Shares370,117 from 431,110
Change-60,993 (-14%)
Value$17.6M (-$4.0M)
Filed 2026-11-10
Elmwood Wealth Management, Inc.
INCREASED
Shares130,168 from 124,368
Change+5,800 (+5%)
Value$6.2M (-$35.7K)
Filed 2026-10-14
One Degree Advisors Inc
INCREASED
Shares128,318 from 122,336
Change+5,982 (+5%)
Value$6.1M (-$7.0K)
Filed 2026-11-06
Signature Resources Capital Management, LLC
INCREASED
Shares112,675 from 109,573
Change+3,102 (+3%)
Value$5.4M (-$127.2K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares107,819 from 63,917
Change+43,902 (+69%)
Value$5.1M (+$1.9M)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares104,746 from 68,467
Change+36,279 (+53%)
Value$5.0M (+$1.6M)
Filed 2026-10-29
TriaGen Wealth Management LLC
INCREASED
Shares72,241 from 71,160
Change+1,081 (+2%)
Value$3.4M (-$127.1K)
Filed 2026-10-14
Three Arch Wealth Management LLC
INCREASED
Shares65,895 from 47,602
Change+18,293 (+38%)
Value$3.1M (+$752.5K)
Filed 2026-10-20
Altiora Financial Group, LLC
NEW
Shares50,000
Change+50,000
Value$2.4M
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares48,619 from 49,553
Change-934 (-2%)
Value$2.3M (-$168.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares38,480 from 29,721
Change+8,759 (+29%)
Value$1.8M (+$345.2K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares37,662 from 23,606
Change+14,056 (+60%)
Value$1.8M (+$610.8K)
Filed 2026-11-06
Foundry Financial LLC
DECREASED
Shares28,162 from 29,474
Change-1,312 (-4%)
Value$1.3M (-$136.5K)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares27,227 from 27,057
Change+170 (+1%)
Value$1.3M (-$59.8K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares26,689 from 25,673
Change+1,016 (+4%)
Value$1.3M (-$16.0K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
INCREASED
Shares26,567 from 22,146
Change+4,421 (+20%)
Value$1.3M (+$155.2K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares25,666 from 10,579
Change+15,087 (+143%)
Value$1.2M (+$692.5K)
Filed 2026-10-08
Burton Enright Welch
INCREASED
Shares21,542 from 19,841
Change+1,701 (+9%)
Value$1.0M (+$31.3K)
Filed 2026-11-04
Willow Creek Wealth Management Inc.
DECREASED
Shares20,407 from 23,304
Change-2,897 (-12%)
Value$972.8K (-$196.6K)
Filed 2026-10-26
Nautilus Advisors LLC
DECREASED
Shares20,399 from 24,187
Change-3,788 (-16%)
Value$972.4K (-$239.1K)
Filed 2026-10-07
Scratch Capital LLC
DECREASED
Shares17,881 from 20,379
Change-2,498 (-12%)
Value$852.4K (-$170.2K)
Filed 2026-11-02
True Link Financial Advisors, LLC
INCREASED
Shares13,460 from 13,310
Change+150 (+1%)
Value$641.6K (-$26.3K)
Filed 2026-10-27
Indivisible Partners
NEW
Shares12,241
Change+12,241
Value$583.5K
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares11,752 from 12,266
Change-514 (-4%)
Value$560.2K (-$55.3K)
Filed 2026-10-16
BetterWealth, LLC
NEW
Shares11,412
Change+11,412
Value$544.0K
Filed 2026-10-15
Parkshore Wealth Management, Inc.
INCREASED
Shares11,106 from 11,026
Change+80 (+1%)
Value$529.4K (-$23.9K)
Filed 2026-10-13
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares11,083 from 11,083
Change0 (0%)
Value$528.3K (-$27.8K)
Filed 2026-11-02
RVW Wealth, LLC
UNCHANGED
Shares10,711 from 10,711
Change0 (0%)
Value$510.6K (-$26.9K)
Filed 2026-10-06
RAM Investment Partners, LLC
DECREASED
Shares10,450 from 17,040
Change-6,590 (-39%)
Value$498.2K (-$356.9K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
UNCHANGED
Shares10,397 from 10,397
Change0 (0%)
Value$495.6K (-$26.1K)
Filed 2026-10-13
Tortoise Investment Management, LLC
UNCHANGED
Shares9,190 from 9,190
Change0 (0%)
Value$438.1K (-$23.1K)
Filed 2026-11-06
Seaside Wealth Management, Inc.
INCREASED
Shares8,581 from 6,343
Change+2,238 (+35%)
Value$409.0K (+$90.7K)
Filed 2026-11-09
DeLarme Wealth Management, Inc.
NEW
Shares7,825
Change+7,825
Value$373.0K
Filed 2026-10-30
Wheels Up Wealth, Inc.
INCREASED
Shares7,592 from 4,902
Change+2,690 (+55%)
Value$361.9K (+$115.9K)
Filed 2026-10-27
Wespac Advisors SoCal, LLC
UNCHANGED
Shares7,495 from 7,495
Change0 (0%)
Value$357.3K (-$18.8K)
Filed 2026-10-13
Kaizen Financial Strategies
INCREASED
Shares7,182 from 5,154
Change+2,028 (+39%)
Value$342.4K (+$83.8K)
Filed 2026-10-09
Independent Financial Group, LLC
NEW
Shares7,019
Change+7,019
Value$334.6K
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares6,966 from 6,966
Change0 (0%)
Value$332.1K (-$17.5K)
Filed 2026-10-29
Shore Point Advisors, LLC
INCREASED
Shares6,623 from 6,575
Change+48 (+1%)
Value$315.7K (-$14.3K)
Filed 2026-10-14
Johnson Wealth Management, LLC
INCREASED
Shares6,500 from 6,165
Change+335 (+5%)
Value$309.9K (+$495)
Filed 2026-11-09
Fermata Advisors, LLC
INCREASED
Shares6,346 from 6,301
Change+45 (+1%)
Value$302.5K (-$13.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
UNCHANGED
Shares6,237 from 6,237
Change0 (0%)
Value$297.3K (-$15.7K)
Filed 2026-10-08
Brookstone Capital Management
UNCHANGED
Shares5,998 from 5,998
Change0 (0%)
Value$285.9K (-$15.1K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
DECREASED
Shares5,656 from 6,254
Change-598 (-10%)
Value$269.6K (-$44.2K)
Filed 2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares5,217
Change+5,217
Value$248.7K
Filed 2026-10-09
Hill Island Financial LLC
NEW
Shares5,200
Change+5,200
Value$247.9K
Filed 2026-10-20
Two West Capital Advisors LLC
UNCHANGED
Shares4,965 from 4,965
Change0 (0%)
Value$235.4K (-$12.6K)
Filed 2026-10-15
Shearwater Capital LLC
INCREASED
Shares4,733 from 4,709
Change+24 (+1%)
Value$225.6K (-$10.7K)
Filed 2026-10-13
Merit Financial Group, LLC
NEW
Shares4,729
Change+4,729
Value$225.4K
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares4,682 from 4,648
Change+34 (+1%)
Value$223.2K (-$10.1K)
Filed 2026-10-19
Roberts Wealth Advisors, LLC
DECREASED
Shares4,624 from 6,409
Change-1,785 (-28%)
Value$220.4K (-$101.2K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
NEW
Shares4,340
Change+4,340
Value$206.9K
Filed 2026-10-13
marrick wealth, LLC
DECREASED
Shares4,260 from 25,416
Change-21,156 (-83%)
Value$203.1K (-$1.1M)
Filed 2026-10-20
Nuveen, LLC
NEW
Shares3,542
Change+3,542
Value$167.9K
Filed 2026-11-10
3 Factor Indexing, LLC
UNCHANGED
Shares3,380 from 3,380
Change0 (0%)
Value$161.1K (-$8.5K)
Filed 2026-10-15
Birch Financial Group, LLC
DECREASED
Shares2,835 from 5,559
Change-2,724 (-49%)
Value$135.2K (-$143.8K)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$95.4K (-$5.0K)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$95.3K (-$5.0K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$39.9K ($0)
Filed 2026-11-06
Bell Investment Advisors, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.3K (-$58)
Filed 2026-10-29
Prospect Financial Group LLC
CLOSED
Shares0 from 17,960
Change-17,960 (-100%)
Value$0 (-$901.2K)
Filed 2026-11-05
First National Bank Sioux Falls
CLOSED
Shares0 from 4,146
Change-4,146 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$26.1K)
Filed 2026-11-04
Mercer Global Advisors Inc
N/A
Shares— from 7,677,438
Change-7,677,438 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 191,505
Change-191,505 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 72,498
Change-72,498 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 53,670
Change-53,670 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,909
Change-25,909 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 22,667
Change-22,667 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,928
Change-16,928 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,442
Change-13,442 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,806
Change-12,806 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,609
Change-11,609 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 10,394
Change-10,394 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 8,041
Change-8,041 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 334
Change-334 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Citrine Capital LLC
INCREASED1,086,7751,001,570+85,205+9%$50.3M$51.8M+$1.5M2026-10-14
HighTower Advisors, LLC
DECREASED370,117431,110-60,993-14%$21.6M$17.6M-$4.0M2026-11-10
Elmwood Wealth Management, Inc.
INCREASED130,168124,368+5,800+5%$6.2M$6.2M-$35.7K2026-10-14
One Degree Advisors Inc
INCREASED128,318122,336+5,982+5%$6.1M$6.1M-$7.0K2026-11-06
Signature Resources Capital Management, LLC
INCREASED112,675109,573+3,102+3%$5.5M$5.4M-$127.2K2026-10-16
Root Financial Partners, LLC
INCREASED107,81963,917+43,902+69%$3.2M$5.1M+$1.9M2026-10-21
Vise Technologies, Inc.
INCREASED104,74668,467+36,279+53%$3.4M$5.0M+$1.6M2026-10-29
TriaGen Wealth Management LLC
INCREASED72,24171,160+1,081+2%$3.6M$3.4M-$127.1K2026-10-14
Three Arch Wealth Management LLC
INCREASED65,89547,602+18,293+38%$2.4M$3.1M+$752.5K2026-10-20
Altiora Financial Group, LLC
NEW50,000—+50,000——$2.4M—2026-11-04
Commonwealth Equity Services, LLC
DECREASED48,61949,553-934-2%$2.5M$2.3M-$168.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED38,48029,721+8,759+29%$1.5M$1.8M+$345.2K2026-10-13
LPL Financial LLC
INCREASED37,66223,606+14,056+60%$1.2M$1.8M+$610.8K2026-11-06
Foundry Financial LLC
DECREASED28,16229,474-1,312-4%$1.5M$1.3M-$136.5K2026-10-16
Savant Capital, LLC
INCREASED27,22727,057+170+1%$1.4M$1.3M-$59.8K2026-11-06
Parallel Advisors, LLC
INCREASED26,68925,673+1,016+4%$1.3M$1.3M-$16.0K2026-11-03
Lodestar Private Asset Management LLC
INCREASED26,56722,146+4,421+20%$1.1M$1.3M+$155.2K2026-10-26
Apella Capital, LLC
INCREASED25,66610,579+15,087+143%$530.2K$1.2M+$692.5K2026-10-08
Burton Enright Welch
INCREASED21,54219,841+1,701+9%$995.6K$1.0M+$31.3K2026-11-04
Willow Creek Wealth Management Inc.
DECREASED20,40723,304-2,897-12%$1.2M$972.8K-$196.6K2026-10-26
Nautilus Advisors LLC
DECREASED20,39924,187-3,788-16%$1.2M$972.4K-$239.1K2026-10-07
Scratch Capital LLC
DECREASED17,88120,379-2,498-12%$1.0M$852.4K-$170.2K2026-11-02
True Link Financial Advisors, LLC
INCREASED13,46013,310+150+1%$667.9K$641.6K-$26.3K2026-10-27
Indivisible Partners
NEW12,241—+12,241——$583.5K—2026-10-26
Concurrent Investment Advisors, LLC
DECREASED11,75212,266-514-4%$615.5K$560.2K-$55.3K2026-10-16
BetterWealth, LLC
NEW11,412—+11,412——$544.0K—2026-10-15
Parkshore Wealth Management, Inc.
INCREASED11,10611,026+80+1%$553.3K$529.4K-$23.9K2026-10-13
RED Lighthouse Investment Management, LLC
UNCHANGED11,08311,08300%$556.1K$528.3K-$27.8K2026-11-02
RVW Wealth, LLC
UNCHANGED10,71110,71100%$537.5K$510.6K-$26.9K2026-10-06
RAM Investment Partners, LLC
DECREASED10,45017,040-6,590-39%$855.1K$498.2K-$356.9K2026-10-21
Fiduciary Financial Group, LLC
UNCHANGED10,39710,39700%$521.7K$495.6K-$26.1K2026-10-13
Tortoise Investment Management, LLC
UNCHANGED9,1909,19000%$461.2K$438.1K-$23.1K2026-11-06
Seaside Wealth Management, Inc.
INCREASED8,5816,343+2,238+35%$318.3K$409.0K+$90.7K2026-11-09
DeLarme Wealth Management, Inc.
NEW7,825—+7,825——$373.0K—2026-10-30
Wheels Up Wealth, Inc.
INCREASED7,5924,902+2,690+55%$246.0K$361.9K+$115.9K2026-10-27
Wespac Advisors SoCal, LLC
UNCHANGED7,4957,49500%$376.1K$357.3K-$18.8K2026-10-13
Kaizen Financial Strategies
INCREASED7,1825,154+2,028+39%$258.6K$342.4K+$83.8K2026-10-09
Independent Financial Group, LLC
NEW7,019—+7,019——$334.6K—2026-10-13
Hurlow Wealth Management Group, Inc.
UNCHANGED6,9666,96600%$349.6K$332.1K-$17.5K2026-10-29
Shore Point Advisors, LLC
INCREASED6,6236,575+48+1%$330.0K$315.7K-$14.3K2026-10-14
Johnson Wealth Management, LLC
INCREASED6,5006,165+335+5%$309.4K$309.9K+$4952026-11-09
Fermata Advisors, LLC
INCREASED6,3466,301+45+1%$316.2K$302.5K-$13.7K2026-10-13
Farther Finance Advisors, LLC
UNCHANGED6,2376,23700%$313.0K$297.3K-$15.7K2026-10-08
Brookstone Capital Management
UNCHANGED5,9985,99800%$301.0K$285.9K-$15.1K2026-10-22
Gradient Capital Advisors, LLC
DECREASED5,6566,254-598-10%$313.8K$269.6K-$44.2K2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
NEW5,217—+5,217——$248.7K—2026-10-09
Hill Island Financial LLC
NEW5,200—+5,200——$247.9K—2026-10-20
Two West Capital Advisors LLC
UNCHANGED4,9654,96500%$248.0K$235.4K-$12.6K2026-10-15
Shearwater Capital LLC
INCREASED4,7334,709+24+1%$236.3K$225.6K-$10.7K2026-10-13
Merit Financial Group, LLC
NEW4,729—+4,729——$225.4K—2026-11-06
Retirement Planning Group, LLC
INCREASED4,6824,648+34+1%$233.2K$223.2K-$10.1K2026-10-19
Roberts Wealth Advisors, LLC
DECREASED4,6246,409-1,785-28%$321.6K$220.4K-$101.2K2026-10-14
Dynamic Advisor Solutions LLC
NEW4,340—+4,340——$206.9K—2026-10-13
marrick wealth, LLC
DECREASED4,26025,416-21,156-83%$1.3M$203.1K-$1.1M2026-10-20
Nuveen, LLC
NEW3,542—+3,542——$167.9K—2026-11-10
3 Factor Indexing, LLC
UNCHANGED3,3803,38000%$169.6K$161.1K-$8.5K2026-10-15
Birch Financial Group, LLC
DECREASED2,8355,559-2,724-49%$278.9K$135.2K-$143.8K2026-10-27
IFP Advisors, Inc
UNCHANGED2,0022,00200%$100.5K$95.4K-$5.0K2026-10-16
Larson Financial Group LLC
UNCHANGED2,0002,00000%$100.4K$95.3K-$5.0K2026-11-05
Allworth Financial LP
UNCHANGED79679600%$39.9K$39.9K$02026-11-06
Bell Investment Advisors, Inc
UNCHANGED272700%$1.4K$1.3K-$582026-10-29
Prospect Financial Group LLC
CLOSED017,960-17,960-100%$901.2K$0-$901.2K2026-11-05
First National Bank Sioux Falls
CLOSED04,146-4,146-100%$207.8K$0-$207.8K2026-10-13
EverSource Wealth Advisors, LLC
CLOSED0519-519-100%$26.1K$0-$26.1K2026-11-04
Mercer Global Advisors Inc
N/A—7,677,438-7,677,438-100%$385.3M———
Savvy Advisors, Inc.
N/A—191,505-191,505-100%$9.6M———
One Capital Management, LLC
N/A—72,498-72,498-100%$3.6M———
Integrated Wealth Concepts LLC
N/A—53,670-53,670-100%$2.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—26,500-26,500-100%$1.3M———
Osaic Holdings, Inc.
N/A—25,909-25,909-100%$1.3M———
Elequin Capital, LP
N/A—22,667-22,667-100%$1.1M———
Mariner, LLC
N/A—17,963-17,963-100%$901.4K———
Raymond James Financial Inc
N/A—16,928-16,928-100%$849.4K———
Beacon Pointe Advisors, LLC
N/A—14,046-14,046-100%$704.8K———
JPMorgan Chase & Co
N/A—13,442-13,442-100%$674.4K———
Private Advisor Group, LLC
N/A—12,806-12,806-100%$642.6K———
Seeds Investor LLC
N/A—11,609-11,609-100%$582.5K———
Pathstone Holdings, LLC
N/A—10,926-10,926-100%$548.3K———
V2 Financial group LLC
N/A—10,394-10,394-100%$521.6K———
Vistica Wealth Advisors, LLC
N/A—8,280-8,280-100%$415.5K———
Envestnet Asset Management Inc
N/A—8,056-8,056-100%$404.3K———
FMB Wealth Management
N/A—8,041-8,041-100%$403.5K———
FLC Capital Advisors
N/A—7,110-7,110-100%$356.8K———
Parkwoods Wealth Partners, LLC
N/A—7,007-7,007-100%$351.6K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—5,970-5,970-100%$299.6K———
Old Mission Capital LLC
N/A—4,890-4,890-100%$245.4K———
Jane Street Group, LLC
N/A—4,656-4,656-100%$233.6K———
Pure Financial Advisors, LLC
N/A—4,556-4,556-100%$228.6K———
Aspen Capital Management, LLC
N/A—4,529-4,529-100%$227.3K———
EP Wealth Advisors, LLC
N/A—3,506-3,506-100%$175.9K———
Cambient Family Office, LLC
N/A—1,455-1,455-100%$73.0K———
Tower Research Capital LLC (TRC)
N/A—334-334-100%$16.8K———
Horizon Investments, LLC
N/A—30-30-100%$1.5K———
Showing 93 of 93 institutions