Envestnet Asset Management
DFCA icon

Envestnet Asset Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Envestnet Asset 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 		$404K Buy
8,056
+2,611
+48% +$131K ﹤0.01% 4240
2026
Q1 		$271K Buy
+5,445
New +$274K ﹤0.01% 4340
2025
Q3 		– Sell
-4,740,194
Closed -$234M – 4539
2025
Q2 		$234M Buy
4,740,194
+316,227
+7% +$15.5M 0.07% 269
2025
Q1 		$219M Buy
4,423,967
+148,415
+3% +$7.42M 0.07% 271
2024
Q4 		$214M Buy
4,275,552
+370,761
+9% +$18.7M 0.07% 258
2024
Q3 		$198M Buy
3,904,791
+349,452
+10% +$17.6M 0.06% 281
2024
Q2 		$178M Buy
3,555,339
+186,046
+6% +$9.32M 0.06% 284
2024
Q1 		$170M Buy
3,369,293
+345,416
+11% +$17.5M 0.06% 288
2023
Q4 		$153M Buy
3,023,877
+174,884
+6% +$8.67M 0.06% 293
2023
Q3 		$139M Buy
+2,848,993
New +$142M 0.06% 293

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

Envestnet Asset Management's DFCA Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 48% in Q2 2026, buying an estimated $131K and bringing the position to 8,056 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #4240.

Envestnet Asset Management first reported a position in DFCA in Q3 2023 and has held it in 10 quarters since. The position peaked at $234M in Q2 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Envestnet Asset Management held 8,056 shares of Dimensional California Municipal Bond ETF worth $404K as of Q2 2026.
  • Envestnet Asset Management bought 2,611 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $131K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4240 holding.
  • Envestnet Asset Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Envestnet Asset Management's Dimensional California Municipal Bond ETF position peaked at $234M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.