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EP Wealth Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

EP Wealth 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
2025
Q2 		$791K Buy
+16,057
New +$789K 0.01% 630
2025
Q1 		– Sell
-7,706
Closed -$386K – 1306
2024
Q4 		$386K Buy
+7,706
New +$388K ﹤0.01% 774

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

EP Wealth Advisors's DFCA Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q2 2025: 16,057 shares worth $791K. The stake represents 0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DFCA as recently as Q4 2024.

EP Wealth Advisors first reported a position in DFCA in Q4 2024 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold DFCA as of Q2 2025.

  • EP Wealth Advisors held 16,057 shares of Dimensional California Municipal Bond ETF worth $791K as of Q2 2025.
  • Dimensional California Municipal Bond ETF was a new EP Wealth Advisors position in Q2 2025.
  • Dimensional California Municipal Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #630 holding.
  • EP Wealth Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.