Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$207K Buy
+4,340
New +$214K 0.01% 971

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CC
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EWM
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SRCM
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Dynamic Advisor Solutions's DFCA Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q3 2026: 4,340 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #971 among its holdings.

26 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • Dynamic Advisor Solutions held 4,340 shares of Dimensional California Municipal Bond ETF worth $207K as of Q3 2026.
  • Dimensional California Municipal Bond ETF was a new Dynamic Advisor Solutions position in Q3 2026.
  • Dimensional California Municipal Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #971 holding.
  • 26 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.