FFA
DFCA icon

Farther Finance Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Farther Finance 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 		$313K Sell
6,237
-704
-10% -$35.2K ﹤0.01% 1909
2026
Q1 		$346K Sell
6,941
-100
-1% -$5.04K ﹤0.01% 1649
2025
Q4 		$353K Buy
7,041
+5,637
+401% +$282K ﹤0.01% 1548
2025
Q3 		$70K Hold
1,404
– – ﹤0.01% 2260
2025
Q2 		$69.2K Hold
1,404
– – ﹤0.01% 1961
2025
Q1 		$69.8K Hold
1,404
– – ﹤0.01% 1708
2024
Q4 		$70.3K Buy
+1,404
New +$70.8K ﹤0.01% 1480

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

Farther Finance Advisors's DFCA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 10% in Q2 2026, selling an estimated $35.2K and leaving 6,237 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Farther Finance Advisors first reported a position in DFCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q4 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Farther Finance Advisors held 6,237 shares of Dimensional California Municipal Bond ETF worth $313K as of Q2 2026.
  • Farther Finance Advisors sold 704 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $35.2K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1909 holding.
  • Farther Finance Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Dimensional California Municipal Bond ETF position peaked at $353K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.