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GAMMA Investing’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

GAMMA Investing’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 		– Sell
-2,115
Closed -$106K – 4148
2025
Q4 		$106K Buy
2,115
+8
+0.4% +$401 0.01% 1537
2025
Q3 		$105K Buy
+2,107
New +$104K 0.01% 1475

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
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
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

GAMMA Investing's DFCA Position: Q1 2026 in Review

GAMMA Investing sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2026, closing a stake of 2,115 shares — an estimated $106K sold.

GAMMA Investing first reported a position in DFCA in Q3 2025 and held it in 2 quarters. The position peaked at $106K in Q4 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • GAMMA Investing reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GAMMA Investing sold 2,115 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $106K.
  • GAMMA Investing first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • GAMMA Investing's Dimensional California Municipal Bond ETF position peaked at $106K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on GAMMA Investing's 13F filing for Q1 2026, filed 6 Apr 2026.