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Angeles Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Angeles Wealth Management’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
2025
Q1 		– Sell
-2,002
Closed -$100K – 373
2024
Q4 		$100K Hold
2,002
– – 0.01% 322
2024
Q3 		$101K Hold
2,002
– – 0.01% 286
2024
Q2 		$100K Hold
2,002
– – 0.01% 248
2024
Q1 		$101K Buy
+2,002
New +$101K 0.01% 239

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Angeles Wealth Management's DFCA Position: Q1 2025 in Review

Angeles Wealth Management sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2025, closing a stake of 2,002 shares — an estimated $100K sold.

Angeles Wealth Management first reported a position in DFCA in Q1 2024 and held it in 4 quarters. The position peaked at $101K in Q3 2024. 48 funds tracked by Wall St. Rank hold DFCA as of Q1 2025.

  • Angeles Wealth Management reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 2,002 Dimensional California Municipal Bond ETF shares in Q1 2025, an estimated $100K.
  • Angeles Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and held it in 4 quarters.
  • Angeles Wealth Management's Dimensional California Municipal Bond ETF position peaked at $101K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2025.

Based on Angeles Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.