Commonwealth Equity Services
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Commonwealth Equity Services’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Commonwealth Equity Services’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 		$2.49M Buy
49,553
+6,361
+15% +$318K ﹤0.01% 1922
2026
Q1 		$2.15M Buy
43,192
+1,794
+4% +$90.3K ﹤0.01% 1945
2025
Q4 		$2.07M Sell
41,398
-2,306
-5% -$115K ﹤0.01% 1957
2025
Q3 		$2.18M Sell
43,704
-10,967
-20% -$542K ﹤0.01% 1930
2025
Q2 		$2.69M Buy
54,671
+2,003
+4% +$98.5K ﹤0.01% 1762
2025
Q1 		$2.61M Buy
52,668
+1,215
+2% +$60.8K ﹤0.01% 1720
2024
Q4 		$2.58M Buy
51,453
+4,322
+9% +$218K ﹤0.01% 1690
2024
Q3 		$2.39M Buy
47,131
+1,593
+3% +$80.4K ﹤0.01% 1698
2024
Q2 		$2.28M Sell
45,538
-645
-1% -$32.3K ﹤0.01% 1701
2024
Q1 		$2.33M Buy
46,183
+574
+1% +$29K ﹤0.01% 1677
2023
Q4 		$2.31M Buy
+45,609
New +$2.26M ﹤0.01% 1597

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

Commonwealth Equity Services's DFCA Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional California Municipal Bond ETF (DFCA) stake by 15% in Q2 2026, buying an estimated $318K and bringing the position to 49,553 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Commonwealth Equity Services first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q2 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Commonwealth Equity Services held 49,553 shares of Dimensional California Municipal Bond ETF worth $2.49M as of Q2 2026.
  • Commonwealth Equity Services bought 6,361 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $318K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1922 holding.
  • Commonwealth Equity Services first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Equity Services's Dimensional California Municipal Bond ETF position peaked at $2.69M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.