Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V633CALIF MUN BD ETFDFCAQ1 2026
Institutional Holders
74
13F filers
Shares Held
10.43M
Aggregate institutional
Institutional Value
$514.10M
Q1 2026
Net New Holders
+7
12 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased32
Decreased13
Sold out5
Institutional Holders
74 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 7.03M | $350.30M | +888.4K | Added |
| 2 | Hightower Advisors, LLC | 1.04M | $52.06M | +29.7K | Added |
| 3 | Citrine Capital LLC | 787.3K | $39.25M | +202.7K | Added |
| 4 | Savvy Advisors, Inc. | 177.3K | $8.84M | +12.0K | Added |
| 5 | Elmwood Wealth Management, Inc. | 117.8K | $5.87M | +35.6K | Added |
| 6 | Signature Resources Capital Management, LLC | 112.0K | $5.58M | +8.0K | Added |
| 7 | One Capital Management, LLC | 72.5K | $3.61M | +12.4K | Added |
| 8 | Root Financial Partners, LLC | 72.2K | $3.60M | +18.0K | Added |
| 9 | Triagen Wealth Management LLC | 66.1K | $3.29M | +12.6K | Added |
| 10 | Vise Technologies, Inc. | 54.2K | $2.71M | 0 | Held |
64 more institutional holders on Premium
See every fund holding Dimensional ETF Trust, with full quarter-over-quarter share changes.
Unlock all holders