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

Citrine Capital San Francisco, California $270M AUM 11.56% 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

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foundry Financial Pasadena, California $297M AUM

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. 44 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.
44 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.