Apella Capital
DFCA icon

Apella Capital’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Apella Capital’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
Q3 		$1.22M Buy
25,666
+15,087
+143% +$744K 0.02% 370
2026
Q2 		$530K Buy
10,579
+1,327
+14% +$66.4K 0.01% 464
2026
Q1 		$465K Buy
9,252
+1,863
+25% +$93.8K 0.01% 473
2025
Q4 		$370K Buy
7,389
+2,114
+40% +$106K 0.01% 408
2025
Q3 		$265K Buy
+5,275
New +$261K 0.01% 413
2025
Q2 		– Sell
-10,683
Closed -$522K – 427
2025
Q1 		$522K Hold
10,683
– – 0.02% 252
2024
Q4 		$535K Buy
+10,683
New +$538K 0.02% 223

Other funds holding DFCA

Citrine Capital
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Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Apella Capital's DFCA Position: Q3 2026 in Review

Apella Capital increased its Dimensional California Municipal Bond ETF (DFCA) stake by 143% in Q3 2026, buying an estimated $744K and bringing the position to 25,666 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #370.

Apella Capital first reported a position in DFCA in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • Apella Capital held 25,666 shares of Dimensional California Municipal Bond ETF worth $1.22M as of Q3 2026.
  • Apella Capital bought 15,087 Dimensional California Municipal Bond ETF shares in Q3 2026, an estimated $744K.
  • Dimensional California Municipal Bond ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #370 holding.
  • Apella Capital first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.