DFCA Institutional Ownership
Dimensional - California Municipal Bond ETF
1W: +0.1%
1M: -2.8%
3M: -4.9%
YTD: -4.5%
1Y: -3.5%
3Y: +3.9%
$47.74
-0.04 (-0.08%)
Weekly Expected Move ±0.6%
$47
$47
$48
$48
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFCA
86
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
543M
Total Invested
13
New Positions
37
Increased
20
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 7,677,438 | $367M | +650,418 | +9.3% | 12Q | SEC ↗ |
| 2 | Citrine Capital LLC | 1,001,570 | $48M | +214,230 | +27.2% | 7Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 431,110 | $21M | -613,293 | -58.7% | 11Q | SEC ↗ |
| 4 | Savvy Advisors, Inc. | 191,505 | $9M | +14,175 | +8.0% | 4Q | SEC ↗ |
| 5 | Elmwood Wealth Management, Inc. | 124,368 | $6M | +6,579 | +5.6% | 7Q | SEC ↗ |
| 6 | One Degree Advisors Inc | 122,336 | $6M | +4,465 | +3.8% | 8Q | SEC ↗ |
| 7 | Signature Resources Capital Management | 109,573 | $5M | -2,421 | -2.2% | 11Q | SEC ↗ |
| 8 | One Capital Management, LLC | 72,498 | $3M | — | +0.0% | 8Q | SEC ↗ |
| 9 | TriaGen Wealth Management LLC | 71,160 | $3M | +5,084 | +7.7% | 11Q | SEC ↗ |
| 10 | Vise Technologies, Inc. | 68,467 | $3M | +14,296 | +26.4% | 3Q | SEC ↗ |
| 11 | Root Financial Partners, LLC | 63,917 | $3M | -8,300 | -11.5% | 9Q | SEC ↗ |
| 12 | Integrated Wealth Concepts LLC | 53,670 | $3M | +2,276 | +4.4% | 2Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 49,553 | $2M | +6,361 | +14.7% | 11Q | SEC ↗ |
| 14 | Three Arch Wealth Management LLC NEW | 47,602 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 29,721 | $1M | +859 | +3.0% | 10Q | SEC ↗ |
| 16 | Foundry Financial LLC | 29,474 | $1M | -1,479 | -4.8% | 3Q | SEC ↗ |
| 17 | Savant Capital, LLC | 27,057 | $1M | +154 | +0.6% | 7Q | SEC ↗ |
| 18 | Laird Norton Wetherby Trust Company, L NEW | 26,500 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 25,909 | $1M | +4,670 | +22.0% | 4Q | SEC ↗ |
| 20 | Parallel Advisors, LLC | 25,673 | $1M | +6,516 | +34.0% | 4Q | SEC ↗ |
| 21 | marrick wealth, LLC | 25,416 | $1M | +1,567 | +6.6% | 3Q | SEC ↗ |
| 22 | Nautilus Advisors LLC | 24,187 | $1M | +709 | +3.0% | 4Q | SEC ↗ |
| 23 | LPL Financial LLC | 23,606 | $1M | +936 | +4.1% | 6Q | SEC ↗ |
| 24 | Elequin Capital, LP NEW | 22,667 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 22,146 | $1M | -706 | -3.1% | 5Q | SEC ↗ |
| 26 | SCRATCH CAPITAL LLC | 20,379 | $973K | +786 | +4.0% | 4Q | SEC ↗ |
| 27 | Burton Enright Welch | 19,841 | $947K | +1,496 | +8.2% | 11Q | SEC ↗ |
| 28 | Mariner, LLC | 17,963 | $858K | -17,303 | -49.1% | 5Q | SEC ↗ |
| 29 | Prospect Financial Group LLC | 17,960 | $857K | -3 | -0.0% | 7Q | SEC ↗ |
| 30 | RAM Investment Partners, LLC | 17,040 | $813K | -275 | -1.6% | 11Q | SEC ↗ |
| 31 | RAYMOND JAMES FINANCIAL INC | 16,928 | $808K | +3,733 | +28.3% | 3Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC NEW | 14,046 | $671K | — | +0.0% | 1Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 13,442 | $642K | +2,517 | +23.0% | 7Q | SEC ↗ |
| 34 | True Link Financial Advisors, LLC | 13,310 | $635K | — | +0.0% | 10Q | SEC ↗ |
| 35 | Private Advisor Group, LLC NEW | 12,806 | $611K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Concurrent Investment Advisors, LLC | 12,266 | $586K | -686 | -5.3% | 2Q | SEC ↗ |
| 37 | SEEDS INVESTOR LLC | 11,609 | $554K | +6,596 | +131.6% | 2Q | SEC ↗ |
| 38 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, | 11,083 | $529K | +2,015 | +22.2% | 11Q | SEC ↗ |
| 39 | Parkshore Wealth Management, Inc. | 11,026 | $526K | -10,489 | -48.8% | 5Q | SEC ↗ |
| 40 | Pathstone Holdings, LLC | 10,926 | $522K | +4,337 | +65.8% | 5Q | SEC ↗ |
| 41 | RVW Wealth, LLC | 10,711 | $511K | -2,916 | -21.4% | 2Q | SEC ↗ |
| 42 | Apella Capital, LLC | 10,579 | $505K | +1,327 | +14.3% | 4Q | SEC ↗ |
| 43 | FIDUCIARY FINANCIAL GROUP, LLC | 10,397 | $496K | — | +0.0% | 9Q | SEC ↗ |
| 44 | V2 Financial group LLC | 10,394 | $496K | +454 | +4.6% | 2Q | SEC ↗ |
| 45 | Tortoise Investment Management, LLC | 9,190 | $439K | +2,600 | +39.5% | 12Q | SEC ↗ |
| 46 | Vistica Wealth Advisors, LLC NEW | 8,280 | $395K | — | +0.0% | 1Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 8,056 | $385K | +2,611 | +48.0% | 2Q | SEC ↗ |
| 48 | FMB WEALTH MANAGEMENT NEW | 8,041 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 49 | WESPAC Advisors SoCal, LLC | 7,495 | $358K | -7,075 | -48.6% | 4Q | SEC ↗ |
| 50 | FLC Capital Advisors | 7,110 | $339K | +2,200 | +44.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Three Arch Wealth Management LLC | 47,602 | $2M |
| Laird Norton Wetherby Trust Company | 26,500 | $1M |
| Elequin Capital, LP | 22,667 | $1M |
| Beacon Pointe Advisors, LLC | 14,046 | $671K |
| Private Advisor Group, LLC | 12,806 | $611K |
| Vistica Wealth Advisors, LLC | 8,280 | $395K |
| FMB WEALTH MANAGEMENT | 8,041 | $384K |
| Seaside Wealth Management, Inc. | 6,343 | $303K |
| OLD MISSION CAPITAL LLC | 4,890 | $233K |
| Aspen Capital Management, LLC | 4,529 | $216K |
| EP Wealth Advisors, LLC | 3,506 | $167K |
| 3 FACTOR INDEXING, LLC | 3,380 | $161K |
| CAMBIENT FAMILY OFFICE, LLC | 1,455 | $69K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 33,672 | $2M |
| CITADEL ADVISORS LLC | 18,144 | $866K |
| Pallas Capital Advisors LLC | 10,000 | $477K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,189 | $248K |
| GOLDMAN SACHS GROUP INC | 4,565 | $218K |
| GAMMA Investing LLC | 2,115 | $101K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +650,418 | +9.3% | 7,677,438 |
| Citrine Capital LLC | +214,230 | +27.2% | 1,001,570 |
| Vise Technologies, Inc. | +14,296 | +26.4% | 68,467 |
| Savvy Advisors, Inc. | +14,175 | +8.0% | 191,505 |
| SEEDS INVESTOR LLC | +6,596 | +131.6% | 11,609 |
| Elmwood Wealth Management, Inc. | +6,579 | +5.6% | 124,368 |
| Parallel Advisors, LLC | +6,516 | +34.0% | 25,673 |
| COMMONWEALTH EQUITY SERVICES, LLC | +6,361 | +14.7% | 49,553 |
| TriaGen Wealth Management LLC | +5,084 | +7.7% | 71,160 |
| OSAIC HOLDINGS, INC. | +4,670 | +22.0% | 25,909 |
| One Degree Advisors Inc | +4,465 | +3.8% | 122,336 |
| Pathstone Holdings, LLC | +4,337 | +65.8% | 10,926 |
| RAYMOND JAMES FINANCIAL INC | +3,733 | +28.3% | 16,928 |
| ENVESTNET ASSET MANAGEMENT INC | +2,611 | +48.0% | 8,056 |
| Tortoise Investment Management, LLC | +2,600 | +39.5% | 9,190 |
| JPMORGAN CHASE & CO | +2,517 | +23.0% | 13,442 |
| Integrated Wealth Concepts LLC | +2,276 | +4.4% | 53,670 |
| Parkwoods Wealth Partners, LLC | +2,215 | +46.2% | 7,007 |
| FLC Capital Advisors | +2,200 | +44.8% | 7,110 |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | +2,015 | +22.2% | 11,083 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | -613,293 | -58.7% | 431,110 |
| JANE STREET GROUP, LLC | -47,279 | -91.0% | 4,656 |
| Mariner, LLC | -17,303 | -49.1% | 17,963 |
| Parkshore Wealth Management, Inc. | -10,489 | -48.8% | 11,026 |
| Root Financial Partners, LLC | -8,300 | -11.5% | 63,917 |
| WESPAC Advisors SoCal, LLC | -7,075 | -48.6% | 7,495 |
| RVW Wealth, LLC | -2,916 | -21.4% | 10,711 |
| Signature Resources Capital Managem | -2,421 | -2.2% | 109,573 |
| Roberts Wealth Advisors, LLC | -2,140 | -25.0% | 6,409 |
| Foundry Financial LLC | -1,479 | -4.8% | 29,474 |
| LODESTAR PRIVATE ASSET MANAGEMENT L | -706 | -3.1% | 22,146 |
| Farther Finance Advisors, LLC | -704 | -10.1% | 6,237 |
| Concurrent Investment Advisors, LLC | -686 | -5.3% | 12,266 |
| RAM Investment Partners, LLC | -275 | -1.6% | 17,040 |
| Horizon Investments, LLC | -30 | -50.0% | 30 |
| Pure Financial Advisors, LLC | -22 | -0.5% | 4,556 |
| Prospect Financial Group LLC | -3 | -0.0% | 17,960 |