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Henrickson Nauta Wealth Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$300K Hold
5,970
– – 0.07% 88
2026
Q1 		$298K Buy
+5,970
New +$301K 0.08% 78

Other funds holding DFCA

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's DFCA Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 5,970 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #88.

Henrickson Nauta Wealth Advisors first reported a position in DFCA in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 5,970 shares of Dimensional California Municipal Bond ETF worth $300K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional California Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.