DFCA Institutional Ownership & Shareholders
DIMENSIONAL CALFORNIA MB ETF (DFCA) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $522.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFCA tracked by InsiderSet, reporting ownership valued at approximately $385.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $376.12M, representing an estimated loss of -2.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed DFCA value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Citrine Capital Llc, Savvy Advisors, Inc., and several other long-term asset managers with concentrated positions in DIMENSIONAL CALFORNIA MB ETF (DFCA).
This page ranks the largest institutional DFCA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
87
Total Reported Value
$522.35M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$385.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0.48% | 7,677,438 | $385,253,869 | $376,117,688 | -$9,136,181 | -2.37% | |
| Citrine Capital Llc | 17.43% | 1,086,775 | $51,806,570 | $53,241,107 | +$1,434,537 | +2.77% | |
| Savvy Advisors, Inc. | 0.21% | 191,505 | $9,609,735 | $9,381,830 | -$227,905 | -2.37% | |
| Elmwood Wealth Management, Inc. | 1.49% | 130,168 | $6,205,109 | $6,376,930 | +$171,821 | +2.77% | |
| One Degree Advisors Inc | 1.37% | 122,336 | $6,138,000 | $5,993,241 | -$144,759 | -2.36% | |
| Signature Resources Capital Management, Llc | 2.27% | 112,675 | $5,371,217 | $5,519,948 | +$148,731 | +2.77% | |
| Vise Technologies, Inc. | 0.04% | 104,746 | $4,993,220 | $5,131,507 | +$138,287 | +2.77% | |
| One Capital Management, Llc | 0.10% | 72,498 | $3,614,025 | $3,551,677 | -$62,348 | -1.73% | |
| Triagen Wealth Management Llc | 0.84% | 72,241 | $3,443,716 | $3,539,087 | +$95,371 | +2.77% | |
| Three Arch Wealth Management Llc | 0.50% | 65,895 | $3,141,222 | $3,228,196 | +$86,974 | +2.77% | |
| Integrated Wealth Concepts Llc | 0.02% | 53,670 | $2,693,161 | $2,629,293 | -$63,868 | -2.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,553 | $2,486,570 | $2,427,601 | -$58,969 | -2.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 38,480 | $1,833,962 | $1,885,135 | +$51,173 | +2.79% | |
| Savant Capital, Llc | 0.00% | 27,057 | $1,357,735 | $1,325,522 | -$32,213 | -2.37% | |
| Foundry Financial Llc | 0.42% | 28,162 | $1,342,481 | $1,379,656 | +$37,175 | +2.77% | |
| Laird Norton Wetherby Trust Company, Llc | 0.03% | 26,500 | $1,329,770 | $1,298,235 | -$31,535 | -2.37% | |
| Osaic Holdings, Inc. | 0.00% | 25,909 | $1,300,114 | $1,269,282 | -$30,832 | -2.37% | |
| Parallel Advisors, Llc | 0.02% | 25,673 | $1,288,291 | $1,257,720 | -$30,571 | -2.37% | |
| Lodestar Private Asset Management Llc | 0.11% | 26,567 | $1,266,449 | $1,301,517 | +$35,068 | +2.77% | |
| Apella Capital, Llc | 0.02% | 25,666 | $1,222,728 | $1,257,377 | +$34,649 | +2.83% | |
| Lpl Financial Llc | 0.00% | 23,606 | $1,184,549 | $1,156,458 | -$28,091 | -2.37% | |
| Elequin Capital, Lp | 0.04% | 22,667 | $1,137,430 | $1,110,456 | -$26,974 | -2.37% | |
| Scratch Capital Llc | 0.51% | 20,379 | $1,022,618 | $998,367 | -$24,251 | -2.37% | |
| Burton Enright Welch | 0.12% | 19,841 | $995,622 | $972,011 | -$23,611 | -2.37% | |
| Nautilus Advisors Llc | 0.59% | 20,399 | $972,421 | $999,347 | +$26,926 | +2.77% | |
| Mariner, Llc | 0.00% | 17,963 | $901,383 | $880,007 | -$21,376 | -2.37% | |
| Prospect Financial Group Llc | 0.73% | 17,960 | $901,233 | $879,860 | -$21,373 | -2.37% | |
| Raymond James Financial Inc | 0.00% | 16,928 | $849,448 | $829,303 | -$20,145 | -2.37% | |
| Beacon Pointe Advisors, Llc | 0.00% | 14,046 | $704,825 | $688,114 | -$16,711 | -2.37% | |
| Jpmorgan Chase & Co | 0.00% | 13,442 | $674,385 | $658,524 | -$15,861 | -2.35% | |
| Private Advisor Group, Llc | 0.00% | 12,806 | $642,606 | $627,366 | -$15,240 | -2.37% | |
| True Link Financial Advisors, Llc | 0.04% | 13,460 | $641,638 | $659,405 | +$17,767 | +2.77% | |
| Indivisible Partners | 0.03% | 12,241 | $583,528 | $599,687 | +$16,159 | +2.77% | |
| Seeds Investor Llc | 0.06% | 11,609 | $582,540 | $568,725 | -$13,815 | -2.37% | |
| Concurrent Investment Advisors, Llc | 0.00% | 11,752 | $560,234 | $575,730 | +$15,496 | +2.77% | |
| Red Lighthouse Investment Management, Llc | 0.17% | 11,083 | $556,144 | $542,956 | -$13,188 | -2.37% | |
| Betterwealth, Llc | 0.09% | 11,412 | $544,018 | $559,074 | +$15,056 | +2.77% | |
| Parkshore Wealth Management, Inc. | 0.13% | 11,106 | $529,409 | $544,083 | +$14,674 | +2.77% | |
| V2 Financial Group Llc | 0.19% | 10,394 | $521,585 | $509,202 | -$12,383 | -2.37% | |
| Rvw Wealth, Llc | 0.03% | 10,711 | $510,593 | $524,732 | +$14,139 | +2.77% | |
| Ram Investment Partners, Llc | 0.08% | 10,450 | $498,152 | $511,946 | +$13,794 | +2.77% | |
| Fiduciary Financial Group, Llc | 0.06% | 10,397 | $495,625 | $509,349 | +$13,724 | +2.77% | |
| Tortoise Investment Management, Llc | 0.03% | 9,190 | $461,154 | $450,218 | -$10,936 | -2.37% | |
| Vistica Wealth Advisors, Llc | 0.36% | 8,280 | $415,490 | $405,637 | -$9,853 | -2.37% | |
| Envestnet Asset Management Inc | 0.00% | 8,056 | $404,250 | $394,663 | -$9,587 | -2.37% | |
| Fmb Wealth Management | 0.15% | 8,041 | $403,497 | $393,929 | -$9,568 | -2.37% | |
| Delarme Wealth Management, Inc. | 0.21% | 7,825 | $373,018 | $383,347 | +$10,329 | +2.77% | |
| Wheels Up Wealth, Inc. | 0.31% | 7,592 | $361,911 | $371,932 | +$10,021 | +2.77% | |
| Wespac Advisors Socal, Llc | 0.06% | 7,495 | $357,287 | $367,180 | +$9,893 | +2.77% | |
| Flc Capital Advisors | 0.06% | 7,110 | $356,780 | $348,319 | -$8,461 | -2.37% |
Frequently asked questions about DFCA
Who are the largest institutional holders of DFCA?
The largest institutional holders of DFCA reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Citrine Capital Llc, Savvy Advisors, Inc., Elmwood Wealth Management, Inc., and One Degree Advisors Inc. InsiderSet ranks institutional holders by their latest reported DFCA position.
What is DFCA institutional ownership?
This page tracks DFCA positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL CALFORNIA MB ETF (DFCA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFCA?
InsiderSet currently tracks 87 institutional managers reporting DFCA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFCA shareholders.
How much DFCA stock do institutions own?
Institutional investment managers disclosed approximately $522.35M in DFCA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFCA institutional ownership last updated?
The latest DFCA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFCA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFCA position after the reporting date.
Are institutions buying or selling DFCA?
Institutional buying and selling can be analyzed by comparing DFCA positions across consecutive 13F reporting periods. InsiderSet's DFCA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFCA ownership changes.
How has DFCA institutional ownership changed over time?
InsiderSet tracks DFCA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.