EP Wealth Advisors
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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
2026
Q2 		$176K Buy
+3,506
New +$176K ﹤0.01% 1546
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

EP Wealth Advisors's DFCA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q2 2026: 3,506 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DFCA as recently as Q2 2025.

EP Wealth Advisors first reported a position in DFCA in Q4 2024 and has held it in 3 quarters since. The position peaked at $791K in Q2 2025. 84 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • EP Wealth Advisors held 3,506 shares of Dimensional California Municipal Bond ETF worth $176K as of Q2 2026.
  • Dimensional California Municipal Bond ETF was a new EP Wealth Advisors position in Q2 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1546 holding.
  • EP Wealth Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Dimensional California Municipal Bond ETF position peaked at $791K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

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