HighTower Advisors
DFCA icon

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
Q2 		$21.6M Sell
431,110
-613,293
-59% -$30.7M 0.02% 622
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
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
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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

HighTower Advisors's DFCA Position: Q2 2026 in Review

HighTower Advisors reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 59% in Q2 2026, selling an estimated $30.7M and leaving 431,110 shares worth $21.6M. The position accounts for 0.02% of the portfolio, ranked #622.

HighTower Advisors first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.1M in Q1 2026. 84 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • HighTower Advisors held 431,110 shares of Dimensional California Municipal Bond ETF worth $21.6M as of Q2 2026.
  • HighTower Advisors sold 613,293 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $30.7M.
  • Dimensional California Municipal Bond ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #622 holding.
  • HighTower Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • HighTower Advisors's Dimensional California Municipal Bond ETF position peaked at $52.1M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.