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

Citrine Capital’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 		$50.3M Buy
1,001,570
+214,230
+27% +$10.7M 18.6% 2
2026
Q1 		$39.2M Buy
787,340
+202,677
+35% +$10.2M 17.02% 2
2025
Q4 		$29.3M Sell
584,663
-132,473
-18% -$6.63M 13.59% 3
2025
Q3 		$35.7M Buy
717,136
+25,957
+4% +$1.28M 16.55% 2
2025
Q2 		$34.1M Buy
691,179
+49,095
+8% +$2.41M 18.09% 2
2025
Q1 		$31.8M Buy
642,084
+438,265
+215% +$21.9M 19.93% 2
2024
Q4 		$10.2M Buy
+203,819
New +$10.3M 7.52% 3

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Citrine Capital's DFCA Position: Q2 2026 in Review

Citrine Capital increased its Dimensional California Municipal Bond ETF (DFCA) stake by 27% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,001,570 shares worth $50.3M. The position accounts for 18.6% of the portfolio, ranked #2.

Citrine Capital first reported a position in DFCA in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Citrine Capital held 1,001,570 shares of Dimensional California Municipal Bond ETF worth $50.3M as of Q2 2026.
  • Citrine Capital bought 214,230 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $10.7M.
  • Dimensional California Municipal Bond ETF made up 18.6% of Citrine Capital's portfolio in Q2 2026, its #2 holding.
  • Citrine Capital first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.