HighTower Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

HighTower 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 Q1	$52.1M	Buy	1,044,403 +29,700	+3%	+$1.5M	0.06%	340
2025 Q4	$50.8M	Buy	1,014,703 +45,281	+5%	+$2.27M	0.06%	348
2025 Q3	$48.3M	Buy	969,422 +125,000	+15%	+$6.18M	0.05%	351
2025 Q2	$41.6M	Buy	844,422 +47,778	+6%	+$2.35M	0.05%	367
2025 Q1	$39.5M	Buy	796,644 +188,194	+31%	+$9.41M	0.05%	353
2024 Q4	$30.5M	Buy	608,450 +167,956	+38%	+$8.46M	0.04%	406
2024 Q3	$22.3M	Buy	440,494 +5,092	+1%	+$257K	0.03%	489
2024 Q2	$21.8M	Buy	435,402 +71,447	+20%	+$3.58M	0.03%	468
2024 Q1	$18.3M	Buy	363,955 +359,715	+8,484%	+$18.2M	0.03%	498
2023 Q4	$214K	Buy	+4,240	New	+$210K	﹤0.01%	2960

Other funds holding DFCA

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

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 $3.65B AUM 15.32% 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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

HighTower Advisors's DFCA Position: Q1 2026 in Review

HighTower Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 2.9% in Q1 2026, buying an estimated $1.5M and bringing the position to 1,044,403 shares worth $52.1M. The position accounts for 0.06% of the portfolio, ranked #340.

HighTower Advisors first reported a position in DFCA in Q4 2023 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

HighTower Advisors held 1,044,403 shares of Dimensional California Municipal Bond ETF worth $52.1M as of Q1 2026.
HighTower Advisors bought 29,700 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $1.5M.
Dimensional California Municipal Bond ETF made up 0.06% of HighTower Advisors's portfolio in Q1 2026, its #340 holding.
HighTower Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.