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Concurrent Investment Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Concurrent Investment Advisors’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 		$616K Sell
12,266
-686
-5% -$34.3K 0.01% 1286
2026
Q1 		$646K Buy
+12,952
New +$652K 0.01% 1094

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

Concurrent Investment Advisors's DFCA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 5.3% in Q2 2026, selling an estimated $34.3K and leaving 12,266 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #1286.

Concurrent Investment Advisors first reported a position in DFCA in Q1 2026 and has held it in 2 quarters since. The position peaked at $646K in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Concurrent Investment Advisors held 12,266 shares of Dimensional California Municipal Bond ETF worth $616K as of Q2 2026.
  • Concurrent Investment Advisors sold 686 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $34.3K.
  • Dimensional California Municipal Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1286 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional California Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Dimensional California Municipal Bond ETF position peaked at $646K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.