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Brookstone Capital Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Brookstone Capital Management’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 		$301K Hold
5,998
– – ﹤0.01% 1098
2026
Q1 		$299K Sell
5,998
-986
-14% -$49.7K ﹤0.01% 1029
2025
Q4 		$350K Buy
6,984
+2,679
+62% +$134K ﹤0.01% 945
2025
Q3 		$214K Buy
+4,305
New +$213K ﹤0.01% 1079

Other funds holding DFCA

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Brookstone Capital Management's DFCA Position: Q2 2026 in Review

Brookstone Capital Management held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 5,998 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Brookstone Capital Management first reported a position in DFCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 21 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Brookstone Capital Management held 5,998 shares of Dimensional California Municipal Bond ETF worth $301K as of Q2 2026.
  • Brookstone Capital Management left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1098 holding.
  • Brookstone Capital Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookstone Capital Management's Dimensional California Municipal Bond ETF position peaked at $350K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.