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

Fermata 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 		$316K Buy
6,301
+41
+0.7% +$2.05K 0.06% 193
2026
Q1 		$312K Buy
6,260
+34
+0.5% +$1.71K 0.07% 182
2025
Q4 		$312K Buy
6,226
+53
+0.9% +$2.65K 0.07% 167
2025
Q3 		$308K Buy
6,173
+43
+0.7% +$2.13K 0.08% 165
2025
Q2 		$302K Buy
+6,130
New +$301K 0.08% 175

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

Fermata Advisors's DFCA Position: Q2 2026 in Review

Fermata Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.65% in Q2 2026, buying an estimated $2.05K and bringing the position to 6,301 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #193.

Fermata Advisors first reported a position in DFCA in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Fermata Advisors held 6,301 shares of Dimensional California Municipal Bond ETF worth $316K as of Q2 2026.
  • Fermata Advisors bought 41 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $2.05K.
  • Dimensional California Municipal Bond ETF made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #193 holding.
  • Fermata Advisors first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.