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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional California Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
5,207
Value (USD)
$261,285
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFCA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFCA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
Prospect Financial Group LLC2026-06-302026-08-0817,960$901,233None
Bell Investment Advisors, Inc2026-06-302026-08-0827$1,353None
Tortoise Investment Management, LLC2026-06-302026-08-089,190$461,154None
LPL Financial LLC2026-06-302026-08-0823,606$1,184,549None
Parkshore Wealth Management, Inc.2026-06-302026-08-0811,026$553,308None
Johnson Wealth Management, LLC2025-09-302026-08-075,765$287,241None
Johnson Wealth Management, LLC2026-06-302026-08-076,165$309,360None
Three Arch Wealth Management LLC2026-06-302026-08-0747,602$2,388,673None
Seaside Wealth Management, Inc.2026-06-302026-08-066,343$318,311None
Hurlow Wealth Management Group, Inc.2026-06-302026-08-066,966$349,554None
Parallel Advisors, LLC2026-06-302026-08-0625,673$1,288,291None
Retirement Planning Group, LLC2026-06-302026-08-064,648$233,245None
HighTower Advisors, LLC2026-06-302026-08-06431,110$21,633,078None
Aspen Capital Management, LLC2026-06-302026-08-054,529$227,269None
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC2026-06-302026-08-0511,083$556,144None
One Degree Advisors Inc2026-06-302026-08-04122,336$6,138,000None
Savvy Advisors, Inc.2026-06-302026-08-04191,505$9,609,735None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-048,056$404,250None
True Link Financial Advisors, LLC2026-06-302026-08-0113,310$667,896None
True Link Financial Advisors, LLC2026-06-302026-08-0113,310$13,310None

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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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