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Atria Wealth Solutions’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Atria Wealth Solutions’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
Q2 		$258K Buy
5,227
+137
+3% +$6.73K 0.01% 1238
2025
Q1 		$252K Buy
+5,090
New +$255K ﹤0.01% 1582

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 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 $79.5B AUM 27.1% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Atria Wealth Solutions's DFCA Position: Q2 2025 in Review

Atria Wealth Solutions increased its Dimensional California Municipal Bond ETF (DFCA) stake by 2.7% in Q2 2025, buying an estimated $6.73K and bringing the position to 5,227 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1238.

Atria Wealth Solutions first reported a position in DFCA in Q1 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold DFCA as of Q2 2025.

  • Atria Wealth Solutions held 5,227 shares of Dimensional California Municipal Bond ETF worth $258K as of Q2 2025.
  • Atria Wealth Solutions bought 137 Dimensional California Municipal Bond ETF shares in Q2 2025, an estimated $6.73K.
  • Dimensional California Municipal Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1238 holding.
  • Atria Wealth Solutions first reported a position in Dimensional California Municipal Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.