Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V633CALIF MUN BD ETFDFCAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
74
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 7.03M | $350.30M |
| 2 | Hightower Advisors, LLC | 1.04M | $52.06M |
| 3 | Citrine Capital LLC | 787.3K | $39.25M |
| 4 | Savvy Advisors, Inc. | 177.3K | $8.84M |
| 5 | Elmwood Wealth Management, Inc. | 117.8K | $5.87M |
| 6 | Signature Resources Capital Management, LLC | 112.0K | $5.58M |
| 7 | One Capital Management, LLC | 72.5K | $3.61M |
| 8 | Root Financial Partners, LLC | 72.2K | $3.60M |
| 9 | Triagen Wealth Management LLC | 66.1K | $3.29M |
| 10 | Vise Technologies, Inc. | 54.2K | $2.71M |