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Elmwood Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Elmwood Wealth Management’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 		$6.24M Buy
124,368
+6,579
+6% +$329K 1.56% 16
2026
Q1 		$5.87M Buy
117,789
+35,625
+43% +$1.79M 1.62% 17
2025
Q4 		$4.11M Buy
82,164
+19,324
+31% +$968K 1.3% 23
2025
Q3 		$3.13M Buy
62,840
+8,750
+16% +$432K 1.11% 36
2025
Q2 		$2.67M Buy
54,090
+12,700
+31% +$624K 1.06% 38
2025
Q1 		$2.05M Buy
41,390
+23,810
+135% +$1.19M 0.84% 46
2024
Q4 		$880K Buy
+17,580
New +$886K 0.36% 79

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
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

Elmwood Wealth Management's DFCA Position: Q2 2026 in Review

Elmwood Wealth Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 5.6% in Q2 2026, buying an estimated $329K and bringing the position to 124,368 shares worth $6.24M. The position accounts for 1.56% of the portfolio, ranked #16.

Elmwood Wealth Management 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.

  • Elmwood Wealth Management held 124,368 shares of Dimensional California Municipal Bond ETF worth $6.24M as of Q2 2026.
  • Elmwood Wealth Management bought 6,579 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $329K.
  • Dimensional California Municipal Bond ETF made up 1.56% of Elmwood Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Elmwood Wealth Management 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.