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Allworth Financial’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Allworth Financial’s Portfolio DFCA Stock Details DFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9K Hold
796
– – ﹤0.01% 2677
2026
Q1 		$39.7K Hold
796
– – ﹤0.01% 2501
2025
Q4 		$39.9K Hold
796
– – ﹤0.01% 2342
2025
Q3 		$39.7K Hold
796
– – ﹤0.01% 2263
2025
Q2 		$39.2K Hold
796
– – ﹤0.01% 2091
2025
Q1 		$39.1K Hold
796
– – ﹤0.01% 1677
2024
Q4 		$39.7K Hold
796
– – ﹤0.01% 1695
2024
Q3 		$40.3K Hold
796
– – ﹤0.01% 1508
2024
Q2 		$40.1K Buy
+796
New +$39.9K ﹤0.01% 1474

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Allworth Financial's DFCA Position: Q2 2026 in Review

Allworth Financial held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 796 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Allworth Financial first reported a position in DFCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $40.3K in Q3 2024. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Allworth Financial held 796 shares of Dimensional California Municipal Bond ETF worth $39.9K as of Q2 2026.
  • Allworth Financial left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2677 holding.
  • Allworth Financial first reported a position in Dimensional California Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's Dimensional California Municipal Bond ETF position peaked at $40.3K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.