Corient Private Wealth
DFCA icon

Corient Private Wealth’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Corient Private Wealth’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 		$261K Hold
5,207
– – ﹤0.01% 2622
2026
Q1 		$260K Hold
5,207
– – ﹤0.01% 2400
2025
Q4 		$261K Buy
+5,207
New +$261K ﹤0.01% 2265
2025
Q3 		– Sell
-5,207
Closed -$257K – 2587
2025
Q2 		$257K Hold
5,207
– – ﹤0.01% 2089
2025
Q1 		$258K Buy
5,207
+15
+0.3% +$750 ﹤0.01% 1935
2024
Q4 		$260K Buy
5,192
+51
+1% +$2.57K ﹤0.01% 1971
2024
Q3 		$261K Sell
5,141
-460
-8% -$23.2K ﹤0.01% 2079
2024
Q2 		$281K Sell
5,601
-5,113
-48% -$256K ﹤0.01% 1950
2024
Q1 		$540K Buy
10,714
+534
+5% +$27K ﹤0.01% 1591
2023
Q4 		$517K Buy
+10,180
New +$504K ﹤0.01% 1593

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

Corient Private Wealth's DFCA Position: Q2 2026 in Review

Corient Private Wealth held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 5,207 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Corient Private Wealth first reported a position in DFCA in Q4 2023 and has held it in 10 quarters since. The position peaked at $540K in Q1 2024. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Corient Private Wealth held 5,207 shares of Dimensional California Municipal Bond ETF worth $261K as of Q2 2026.
  • Corient Private Wealth left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2622 holding.
  • Corient Private Wealth first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Dimensional California Municipal Bond ETF position peaked at $540K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.