Bell Investment Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Bell Investment Advisors’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	$1.35K	Hold	27	–	–	﹤0.01%	1466
2026 Q1	$1.33K	Hold	27	–	–	﹤0.01%	1466
2025 Q4	$1.33K	Buy	27 +1	+4%	+$50	﹤0.01%	1480
2025 Q3	$1.32K	Hold	26	–	–	﹤0.01%	1476
2025 Q2	$1.29K	Hold	26	–	–	﹤0.01%	1507
2025 Q1	$1.29K	Hold	26	–	–	﹤0.01%	1468
2024 Q4	$1.3K	Hold	26	–	–	﹤0.01%	1501
2024 Q3	$1.3K	Buy	26 +1	+4%	+$50	﹤0.01%	1513
2024 Q2	$1.27K	Hold	25	–	–	﹤0.01%	1532
2024 Q1	$1.27K	Hold	25	–	–	﹤0.01%	1528
2023 Q4	$1.28K	Buy	+25	New	+$1.24K	﹤0.01%	1508

Other funds holding DFCA

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Bell Investment Advisors's DFCA Position: Q2 2026 in Review

Bell Investment Advisors held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 27 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Bell Investment Advisors first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

Bell Investment Advisors held 27 shares of Dimensional California Municipal Bond ETF worth $1.35K as of Q2 2026.
Bell Investment Advisors left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
Dimensional California Municipal Bond ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1466 holding.
Bell Investment Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.