DIMENSIONAL CALFORNIA MB ETF (DFCA) Institutional Ownership Changes & 13F Activity
DIMENSIONAL CALFORNIA MB ETF (DFCA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Three Arch Wealth Management Llc, Jane Street Group, Llc, Laird Norton Wetherby Trust Company, Llc, and Elequin Capital, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,276 | +4.4% | 53,670 | $2.69M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +650,418 | +9.3% | 7,677,438 | $385.25M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +14,046 | — | 14,046 | $704.83K | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Sell | -22 | -0.5% | 4,556 | $228.64K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -47,279 | -91.0% | 4,656 | $233.64K | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, Llc | Buy | +26,500 | — | 26,500 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +4,890 | — | 4,890 | $245.38K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,670 | +22.0% | 25,909 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +3,733 | +28.3% | 16,928 | $849.45K | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, Lp | Buy | +22,667 | — | 22,667 | $1.14M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -17,303 | -49.1% | 17,963 | $901.38K | Q2 2026 | Aug 13, 2026 |
| Cambient Family Office, Llc | Buy | +1,455 | — | 1,455 | $73.01K | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -30 | -50.0% | 30 | $1.50K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,442 | — | 13,442 | $674.38K | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +6,596 | +131.6% | 11,609 | $582.54K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +3,506 | — | 3,506 | $175.94K | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | Buy | +14,296 | +26.4% | 68,467 | $3.44M | Q2 2026 | Aug 11, 2026 |
| V2 Financial Group Llc | Buy | +454 | +4.6% | 10,394 | $521.59K | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Buy | +154 | +0.6% | 27,057 | $1.36M | Q2 2026 | Aug 10, 2026 |
| Parkshore Wealth Management, Inc. | Sell | -10,489 | -48.8% | 11,026 | $553.31K | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, Llc | Buy | +2,600 | +39.5% | 9,190 | $461.15K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +936 | +4.1% | 23,606 | $1.18M | Q2 2026 | Aug 07, 2026 |
| Prospect Financial Group Llc | Sell | -3 | -0.0% | 17,960 | $901.23K | Q2 2026 | Aug 07, 2026 |
| Three Arch Wealth Management Llc | Buy | +47,602 | — | 47,602 | $2.39M | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, Llc | Buy | +6,516 | +34.0% | 25,673 | $1.29M | Q2 2026 | Aug 05, 2026 |
| Seaside Wealth Management, Inc. | Buy | +6,343 | — | 6,343 | $318.31K | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, Llc | Buy | +30 | +0.6% | 4,648 | $233.25K | Q2 2026 | Aug 05, 2026 |
| Aspen Capital Management, Llc | Buy | +4,529 | — | 4,529 | $227.27K | Q2 2026 | Aug 04, 2026 |
| Red Lighthouse Investment Management, Llc | Buy | +2,015 | +22.2% | 11,083 | $556.14K | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | Buy | +14,175 | +8.0% | 191,505 | $9.61M | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about DFCA activity
Which institutional owners are buying DFCA?
Institutional owners buying DFCA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFCA activity?
"Buy" means an investor increased their reported position in DFCA compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL CALFORNIA MB ETF (DFCA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFCA increasing?
Institutional interest in DFCA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.