Burton Enright Welch’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Burton Enright Welch’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	$996K	Buy	19,841 +1,496	+8%	+$74.9K	0.12%	67
2026 Q1	$914K	Buy	18,345 +153	+0.8%	+$7.71K	0.12%	66
2025 Q4	$911K	Buy	18,192 +2,753	+18%	+$138K	0.13%	64
2025 Q3	$769K	Buy	15,439 +7,161	+87%	+$354K	0.12%	68
2025 Q2	$408K	Sell	8,278 -19,149	-70%	-$941K	0.07%	84
2025 Q1	$1.36M	Buy	27,427 +8,900	+48%	+$445K	0.28%	38
2024 Q4	$927K	Sell	18,527 -7,263	-28%	-$366K	0.19%	47
2024 Q3	$1.31M	Buy	25,790 +10,478	+68%	+$529K	0.28%	34
2024 Q2	$767K	Buy	15,312 +11,276	+279%	+$565K	0.18%	46
2024 Q1	$203K	Buy	4,036 +1	+0%	+$51	0.05%	89
2023 Q4	$205K	Buy	+4,035	New	+$200K	0.05%	80

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

Burton Enright Welch's DFCA Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional California Municipal Bond ETF (DFCA) stake by 8.2% in Q2 2026, buying an estimated $74.9K and bringing the position to 19,841 shares worth $996K. The position accounts for 0.12% of the portfolio, ranked #67.

Burton Enright Welch first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

Burton Enright Welch held 19,841 shares of Dimensional California Municipal Bond ETF worth $996K as of Q2 2026.
Burton Enright Welch bought 1,496 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $74.9K.
Dimensional California Municipal Bond ETF made up 0.12% of Burton Enright Welch's portfolio in Q2 2026, its #67 holding.
Burton Enright Welch first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Burton Enright Welch's Dimensional California Municipal Bond ETF position peaked at $1.36M in Q1 2025.
83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.