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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
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

CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $297M AUM

Apella Capital's DFCA Position: Q2 2026 in Review

Apella Capital increased its Dimensional California Municipal Bond ETF (DFCA) stake by 14% in Q2 2026, buying an estimated $66.4K and bringing the position to 10,579 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #464.

Apella Capital first reported a position in DFCA in Q4 2024 and has held it in 6 quarters since. The position peaked at $535K in Q4 2024. 44 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Apella Capital held 10,579 shares of Dimensional California Municipal Bond ETF worth $530K as of Q2 2026.
  • Apella Capital bought 1,327 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $66.4K.
  • Dimensional California Municipal Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #464 holding.
  • Apella Capital first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Apella Capital's Dimensional California Municipal Bond ETF position peaked at $535K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.