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Fiduciary Financial Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Fiduciary Financial Group’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 		$522K Hold
10,397
– – 0.06% 184
2026
Q1 		$518K Hold
10,397
– – 0.07% 167
2025
Q4 		$521K Hold
10,397
– – 0.07% 156
2025
Q3 		$518K Sell
10,397
-3,987
-28% -$197K 0.08% 145
2025
Q2 		$709K Hold
14,384
– – 0.13% 103
2025
Q1 		$701K Buy
14,384
+7,179
+100% +$359K 0.15% 98
2024
Q4 		$359K Buy
7,205
+1,869
+35% +$94.2K 0.08% 154
2024
Q3 		$270K Hold
5,336
– – 0.06% 221
2024
Q2 		$268K Buy
+5,336
New +$267K 0.06% 214

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

Fiduciary Financial Group's DFCA Position: Q2 2026 in Review

Fiduciary Financial Group held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 10,397 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #184.

Fiduciary Financial Group first reported a position in DFCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $709K in Q2 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Fiduciary Financial Group held 10,397 shares of Dimensional California Municipal Bond ETF worth $522K as of Q2 2026.
  • Fiduciary Financial Group left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #184 holding.
  • Fiduciary Financial Group first reported a position in Dimensional California Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's Dimensional California Municipal Bond ETF position peaked at $709K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.