BetterWealth’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

BetterWealth’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	$544K	Buy	+11,412	New	+$563K	0.09%	45

Other funds holding DFCA

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

BetterWealth's DFCA Position: Q3 2026 in Review

BetterWealth opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q3 2026: 11,412 shares worth $544K. The stake represents 0.09% of the portfolio and ranks #45 among its holdings.

26 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

BetterWealth held 11,412 shares of Dimensional California Municipal Bond ETF worth $544K as of Q3 2026.
Dimensional California Municipal Bond ETF was a new BetterWealth position in Q3 2026.
Dimensional California Municipal Bond ETF made up 0.09% of BetterWealth's portfolio in Q3 2026, its #45 holding.
26 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.