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Birch Financial Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Birch Financial Group’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 		$279K Buy
5,559
+1,494
+37% +$74.8K 0.14% 110
2026
Q1 		$203K Hold
4,065
– – 0.12% 132
2025
Q4 		$204K Hold
4,065
– – 0.12% 132
2025
Q3 		$203K Hold
4,065
– – 0.12% 125
2025
Q2 		$200K Buy
+4,065
New +$200K 0.16% 113

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Birch Financial Group's DFCA Position: Q2 2026 in Review

Birch Financial Group increased its Dimensional California Municipal Bond ETF (DFCA) stake by 37% in Q2 2026, buying an estimated $74.8K and bringing the position to 5,559 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #110.

Birch Financial Group first reported a position in DFCA in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Birch Financial Group held 5,559 shares of Dimensional California Municipal Bond ETF worth $279K as of Q2 2026.
  • Birch Financial Group bought 1,494 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $74.8K.
  • Dimensional California Municipal Bond ETF made up 0.14% of Birch Financial Group's portfolio in Q2 2026, its #110 holding.
  • Birch Financial Group first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.