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

Evanson 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
2025
Q2 		– Sell
-5,977
Closed -$296K – 328
2025
Q1 		$296K Buy
5,977
+96
+2% +$4.8K 0.02% 239
2024
Q4 		$294K Buy
5,881
+96
+2% +$4.84K 0.02% 242
2024
Q3 		$293K Buy
+5,785
New +$292K 0.02% 253

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Mercer Global Advisors
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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

Evanson Asset Management's DFCA Position: Q2 2025 in Review

Evanson Asset Management sold out of Dimensional California Municipal Bond ETF (DFCA) in Q2 2025, closing a stake of 5,977 shares — an estimated $296K sold.

Evanson Asset Management first reported a position in DFCA in Q3 2024 and held it in 3 quarters. The position peaked at $296K in Q1 2025. 54 funds tracked by Wall St. Rank hold DFCA as of Q2 2025.

  • Evanson Asset Management reported no remaining Dimensional California Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Evanson Asset Management sold 5,977 Dimensional California Municipal Bond ETF shares in Q2 2025, an estimated $296K.
  • Evanson Asset Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
  • Evanson Asset Management's Dimensional California Municipal Bond ETF position peaked at $296K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2025.

Based on Evanson Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.