HI
DFCA icon

Horizon Investments’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Horizon Investments’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 		$1.5K Sell
30
-30
-50% -$1.5K ﹤0.01% 1285
2026
Q1 		$2.99K Buy
60
+30
+100% +$1.51K ﹤0.01% 1255
2025
Q4 		$1.5K Buy
30
+1
+3% +$50 ﹤0.01% 1216
2025
Q3 		$1.44K Hold
29
– – ﹤0.01% 1101
2025
Q2 		$1.43K Hold
29
– – ﹤0.01% 1039
2025
Q1 		$1.44K Hold
29
– – ﹤0.01% 762
2024
Q4 		$1.45K Buy
+29
New +$1.46K ﹤0.01% 765

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Horizon Investments's DFCA Position: Q2 2026 in Review

Horizon Investments reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 50% in Q2 2026, selling an estimated $1.5K and leaving 30 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Horizon Investments first reported a position in DFCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.99K in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Horizon Investments held 30 shares of Dimensional California Municipal Bond ETF worth $1.5K as of Q2 2026.
  • Horizon Investments sold 30 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $1.5K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1285 holding.
  • Horizon Investments first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Horizon Investments's Dimensional California Municipal Bond ETF position peaked at $2.99K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.