First National Bank Sioux Falls’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

First National Bank Sioux Falls’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 Q1	$208K	Buy	4,146 +100	+2%	+$5.04K	0.06%	144
2025 Q4	$203K	Sell	4,046 -4,105	-50%	-$206K	0.06%	137
2025 Q3	$406K	Sell	8,151 -1,300	-14%	-$64.2K	0.13%	97
2025 Q2	$466K	Sell	9,451 -2,549	-21%	-$125K	0.17%	85
2025 Q1	$595K	Buy	12,000 +1,000	+9%	+$50K	0.24%	67
2024 Q4	$551K	Hold	11,000	–	–	0.23%	71
2024 Q3	$557K	Buy	11,000 +3,500	+47%	+$177K	0.25%	70
2024 Q2	$376K	Hold	7,500	–	–	0.19%	91
2024 Q1	$378K	Buy	+7,500	New	+$380K	0.21%	93

Other funds holding DFCA

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return