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

EverSource 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 		$26.1K Buy
519
+3
+0.6% +$150 ﹤0.01% 2245
2026
Q1 		$25.7K Buy
516
+3
+0.6% +$151 ﹤0.01% 2351
2025
Q4 		$25.7K Buy
513
+4
+0.8% +$200 ﹤0.01% 2218
2025
Q3 		$25.3K Buy
509
+4
+0.8% +$198 ﹤0.01% 2177
2025
Q2 		$24.9K Buy
505
+4
+0.8% +$197 ﹤0.01% 2127
2025
Q1 		$24.9K Buy
+501
New +$25.1K ﹤0.01% 1575

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

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

EverSource Wealth Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.58% in Q2 2026, buying an estimated $150 and bringing the position to 519 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

EverSource Wealth Advisors first reported a position in DFCA in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • EverSource Wealth Advisors held 519 shares of Dimensional California Municipal Bond ETF worth $26.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 3 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $150.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2245 holding.
  • EverSource Wealth Advisors first reported a position in Dimensional California Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.