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Public ownership evidence

Dimensional California Municipal Bond ETF (DFCA) Ownership Disclosures

Read DFCA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-285,207$261,285None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,677,438$385,253,869None
Beacon Pointe Advisors, LLC2026-06-302026-08-1914,046$704,825None
Corient Private Wealth LP2026-06-302026-08-185,207$261,285None
Pure Financial Advisors, LLC2026-06-302026-08-184,556$228,638None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,670$234,341None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,239$1,065,773None
JANE STREET GROUP, LLC2026-06-302026-08-154,656$233,638None
OLD MISSION CAPITAL LLC2026-06-302026-08-154,890$245,380None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1526,500$1,329,770None
Larson Financial Group LLC2026-06-302026-08-152,000$100,360None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1512,775$641,050None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,153$208,398None
Pathstone Holdings, LLC2026-06-302026-08-1410,926$548,267None
One Capital Management, LLC2026-06-302026-08-1472,498$3,614,025None
Mariner, LLC2026-06-302026-08-1417,963$901,383None
Horizon Investments, LLC2026-06-302026-08-1430$1,502None
Elequin Capital, LP2026-06-302026-08-1422,667$1,137,430None
CAMBIENT FAMILY OFFICE, LLC2026-06-302026-08-141,455$73,012None
SEEDS INVESTOR LLC2026-06-302026-08-1311,609$582,540None
Corient Private Wealth LP2026-06-302026-08-135,207$261,285None
Integrated Wealth Concepts LLC2026-06-302026-08-1353,670$2,693,161None
EP Wealth Advisors, LLC2026-06-302026-08-133,506$175,945None
JPMORGAN CHASE & CO2026-06-302026-08-1313,442$674,385None
V2 Financial group LLC2026-06-302026-08-1210,394$521,585None
Vise Technologies, Inc.2026-06-302026-08-1268,467$3,435,651None
Tower Research Capital LLC (TRC)2026-06-302026-08-12334$16,760None
Allworth Financial LP2026-06-302026-08-12796$39,944None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-127,657,138$384,235,194None
Savant Capital, LLC2026-06-302026-08-1127,057$1,357,735None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗Laird Norton Wetherby Trust Company, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.