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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,276+4.4%53,670$2.69MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+650,418+9.3%7,677,438$385.25MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+14,04614,046$704.83KQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcSell-22-0.5%4,556$228.64KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-47,279-91.0%4,656$233.64KQ2 2026Aug 14, 2026
Laird Norton Wetherby Trust Company, LlcBuy+26,50026,500$1.33MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+4,8904,890$245.38KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,670+22.0%25,909$1.30MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+3,733+28.3%16,928$849.45KQ2 2026Aug 14, 2026
Elequin Capital, LpBuy+22,66722,667$1.14MQ2 2026Aug 13, 2026
Mariner, LlcSell-17,303-49.1%17,963$901.38KQ2 2026Aug 13, 2026
Cambient Family Office, LlcBuy+1,4551,455$73.01KQ2 2026Aug 13, 2026
Horizon Investments, LlcSell-30-50.0%30$1.50KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+13,44213,442$674.38KQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+6,596+131.6%11,609$582.54KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+3,5063,506$175.94KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+14,296+26.4%68,467$3.44MQ2 2026Aug 11, 2026
V2 Financial Group LlcBuy+454+4.6%10,394$521.59KQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+154+0.6%27,057$1.36MQ2 2026Aug 10, 2026
Parkshore Wealth Management, Inc.Sell-10,489-48.8%11,026$553.31KQ2 2026Aug 07, 2026
Tortoise Investment Management, LlcBuy+2,600+39.5%9,190$461.15KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+936+4.1%23,606$1.18MQ2 2026Aug 07, 2026
Prospect Financial Group LlcSell-3-0.0%17,960$901.23KQ2 2026Aug 07, 2026
Three Arch Wealth Management LlcBuy+47,60247,602$2.39MQ2 2026Aug 06, 2026
Parallel Advisors, LlcBuy+6,516+34.0%25,673$1.29MQ2 2026Aug 05, 2026
Seaside Wealth Management, Inc.Buy+6,3436,343$318.31KQ2 2026Aug 05, 2026
Retirement Planning Group, LlcBuy+30+0.6%4,648$233.25KQ2 2026Aug 05, 2026
Aspen Capital Management, LlcBuy+4,5294,529$227.27KQ2 2026Aug 04, 2026
Red Lighthouse Investment Management, LlcBuy+2,015+22.2%11,083$556.14KQ2 2026Aug 04, 2026
Savvy Advisors, Inc.Buy+14,175+8.0%191,505$9.61MQ2 2026Aug 03, 2026
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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.