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Callan Family Office’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Callan Family Office’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
2025
Q3 		– Sell
-86,700
Closed -$4.27M – 874
2025
Q2 		$4.27M Hold
86,700
– – 0.13% 170
2025
Q1 		$4.3M Buy
+86,700
New +$4.34M 0.32% 70

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

Callan Family Office's DFCA Position: Q3 2025 in Review

Callan Family Office sold out of Dimensional California Municipal Bond ETF (DFCA) in Q3 2025, closing a stake of 86,700 shares — an estimated $4.27M sold.

Callan Family Office first reported a position in DFCA in Q1 2025 and held it in 2 quarters. The position peaked at $4.3M in Q1 2025. 60 funds tracked by Wall St. Rank hold DFCA as of Q3 2025.

  • Callan Family Office reported no remaining Dimensional California Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Callan Family Office sold 86,700 Dimensional California Municipal Bond ETF shares in Q3 2025, an estimated $4.27M.
  • Callan Family Office first reported a position in Dimensional California Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Callan Family Office's Dimensional California Municipal Bond ETF position peaked at $4.3M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.