FMB Wealth Management
DFCA icon

FMB Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

FMB Wealth Management’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 		$403K Buy
+8,041
New +$403K 0.15% 55
2025
Q2 		– Sell
-12,458
Closed -$618K – 85
2025
Q1 		$618K Hold
12,458
– – 0.34% 42
2024
Q4 		$624K Buy
12,458
+428
+4% +$21.6K 0.35% 44
2024
Q3 		$610K Buy
12,030
+62
+0.5% +$3.13K 0.34% 43
2024
Q2 		$599K Buy
11,968
+840
+8% +$42.1K 0.46% 41
2024
Q1 		$561K Buy
11,128
+968
+10% +$49K 0.45% 40
2023
Q4 		$516K Buy
+10,160
New +$504K 0.47% 39

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

FMB Wealth Management's DFCA Position: Q2 2026 in Review

FMB Wealth Management opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q2 2026: 8,041 shares worth $403K. The stake represents 0.15% of the portfolio and ranks #55 among its holdings. This is a return to the name: FMB Wealth Management previously reported a position in DFCA as recently as Q1 2025.

FMB Wealth Management first reported a position in DFCA in Q4 2023 and has held it in 7 quarters since. The position peaked at $624K in Q4 2024. 84 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • FMB Wealth Management held 8,041 shares of Dimensional California Municipal Bond ETF worth $403K as of Q2 2026.
  • Dimensional California Municipal Bond ETF was a new FMB Wealth Management position in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.15% of FMB Wealth Management's portfolio in Q2 2026, its #55 holding.
  • FMB Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • FMB Wealth Management's Dimensional California Municipal Bond ETF position peaked at $624K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.