DIMENSIONAL CALFORNIA MB ETF (DFCA) Institutional Shareholders
DIMENSIONAL CALFORNIA MB ETF (DFCA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $525.02M in DFCA holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFCA tracked by InsiderSet, reporting ownership valued at approximately $350.30M in its March 31, 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 $348.54M, representing an estimated loss of -0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed DFCA value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Hightower Advisors, Llc, Citrine Capital Llc, 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
72
Total Reported Value
$525.02M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$350.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
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 | 0.52% | 7,027,020 | $350,296,931 | $348,535,976 | -$1,760,955 | -0.50% | |
| Hightower Advisors, Llc | 0.06% | 1,044,403 | $52,063,491 | $51,801,762 | -$261,729 | -0.50% | |
| Citrine Capital Llc | 18.60% | 1,001,570 | $50,258,783 | $49,677,271 | -$581,512 | -1.16% | |
| Savvy Advisors, Inc. | 0.24% | 177,330 | $8,839,889 | $8,795,462 | -$44,427 | -0.50% | |
| Elmwood Wealth Management, Inc. | 1.56% | 124,368 | $6,240,787 | $6,168,578 | -$72,209 | -1.16% | |
| Signature Resources Capital Management, Llc | 2.17% | 109,573 | $5,498,373 | $5,434,755 | -$63,618 | -1.16% | |
| One Capital Management, Llc | 0.10% | 72,498 | $3,614,025 | $3,595,857 | -$18,168 | -0.50% | |
| Root Financial Partners, Llc | 0.17% | 72,217 | $3,600,036 | $3,581,920 | -$18,116 | -0.50% | |
| Triagen Wealth Management Llc | 0.90% | 71,160 | $3,570,831 | $3,529,493 | -$41,338 | -1.16% | |
| Vise Technologies, Inc. | 0.05% | 54,171 | $2,712,913 | $2,686,849 | -$26,064 | -0.96% | |
| Jane Street Group, Llc | 0.00% | 51,935 | $2,588,960 | $2,575,945 | -$13,015 | -0.50% | |
| Integrated Wealth Concepts Llc | 0.02% | 51,394 | $2,561,991 | $2,549,112 | -$12,879 | -0.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,192 | $2,153,120 | $2,142,297 | -$10,823 | -0.50% | |
| Mariner, Llc | 0.00% | 35,266 | $1,758,011 | $1,749,172 | -$8,839 | -0.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 29,721 | $1,488,725 | $1,474,144 | -$14,581 | -0.98% | |
| Foundry Financial Llc | 0.50% | 29,474 | $1,479,017 | $1,461,893 | -$17,124 | -1.16% | |
| Savant Capital, Llc | 0.01% | 26,903 | $1,341,110 | $1,334,373 | -$6,737 | -0.50% | |
| Marrick Wealth, Llc | 0.91% | 25,416 | $1,275,375 | $1,260,618 | -$14,757 | -1.16% | |
| Nautilus Advisors Llc | 0.71% | 24,187 | $1,211,530 | $1,199,661 | -$11,869 | -0.98% | |
| Lodestar Private Asset Management Llc | 0.11% | 22,852 | $1,139,172 | $1,133,445 | -$5,727 | -0.50% | |
| Lpl Financial Llc | 0.00% | 22,670 | $1,130,100 | $1,124,418 | -$5,682 | -0.50% | |
| Parkshore Wealth Management, Inc. | 0.36% | 21,515 | $1,072,543 | $1,067,131 | -$5,412 | -0.50% | |
| Osaic Holdings, Inc. | 0.00% | 21,239 | $1,058,764 | $1,053,442 | -$5,322 | -0.50% | |
| Burton Enright Welch | 0.12% | 19,841 | $995,622 | $984,102 | -$11,520 | -1.16% | |
| Scratch Capital Llc | 0.56% | 19,593 | $976,711 | $971,801 | -$4,910 | -0.50% | |
| Parallel Advisors, Llc | 0.02% | 19,157 | $954,979 | $950,176 | -$4,803 | -0.50% | |
| Citadel Advisors Llc | 0.00% | 18,144 | $904,478 | $899,932 | -$4,546 | -0.50% | |
| Prospect Financial Group Llc | 0.83% | 17,963 | $895,456 | $890,954 | -$4,502 | -0.50% | |
| Ram Investment Partners, Llc | 0.15% | 17,315 | $863,153 | $858,814 | -$4,339 | -0.50% | |
| True Link Financial Advisors, Llc | 0.04% | 13,310 | $663,504 | $660,168 | -$3,336 | -0.50% | |
| Raymond James Financial Inc | 0.00% | 13,195 | $657,771 | $654,464 | -$3,307 | -0.50% | |
| Concurrent Investment Advisors, Llc | 0.01% | 12,952 | $645,658 | $642,411 | -$3,247 | -0.50% | |
| Rvw Wealth, Llc | 0.04% | 10,711 | $537,478 | $531,259 | -$6,219 | -1.16% | |
| Apella Capital, Llc | 0.01% | 10,579 | $530,242 | $524,712 | -$5,530 | -1.04% | |
| Fiduciary Financial Group, Llc | 0.06% | 10,397 | $521,721 | $515,685 | -$6,036 | -1.16% | |
| V2 Financial Group Llc | 0.23% | 9,940 | $495,509 | $493,018 | -$2,491 | -0.50% | |
| Red Lighthouse Investment Management, Llc | 0.15% | 9,068 | $452,040 | $449,767 | -$2,273 | -0.50% | |
| Roberts Wealth Advisors, Llc | 0.11% | 8,549 | $426,168 | $424,025 | -$2,143 | -0.50% | |
| Wespac Advisors Socal, Llc | 0.07% | 7,495 | $376,099 | $371,748 | -$4,351 | -1.16% | |
| Flc Capital Advisors | 0.06% | 7,110 | $356,780 | $352,652 | -$4,128 | -1.16% | |
| Hurlow Wealth Management Group, Inc. | 0.08% | 6,966 | $347,255 | $345,509 | -$1,746 | -0.50% | |
| Shore Point Advisors, Llc | 0.11% | 6,575 | $329,982 | $326,116 | -$3,866 | -1.17% | |
| Tortoise Investment Management, Llc | 0.03% | 6,590 | $328,512 | $326,860 | -$1,652 | -0.50% | |
| Pathstone Holdings, Llc | 0.00% | 6,589 | $328,462 | $326,810 | -$1,652 | -0.50% | |
| Fermata Advisors, Llc | 0.06% | 6,301 | $316,177 | $312,526 | -$3,651 | -1.15% | |
| Gradient Capital Advisors, Llc | 0.07% | 6,254 | $313,826 | $310,195 | -$3,631 | -1.16% | |
| Farther Finance Advisors, Llc | 0.00% | 6,237 | $312,973 | $309,351 | -$3,622 | -1.16% | |
| Johnson Wealth Management, Llc | 0.15% | 6,165 | $307,325 | $305,780 | -$1,545 | -0.50% | |
| Brookstone Capital Management | 0.00% | 5,998 | $300,980 | $297,497 | -$3,483 | -1.16% | |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | 5,970 | $299,575 | $296,108 | -$3,467 | -1.16% |
Frequently asked questions about DFCA
Who owns the most DFCA stock?
The largest holders of DFCA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL CALFORNIA MB ETF (DFCA).
Is DFCA widely held by superinvestors?
Many widely followed stocks like DFCA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFCA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.