HF
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HRT Financial’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

HRT Financial’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
2025
Q1 		– Sell
-7,941
Closed -$397K – 2672
2024
Q4 		$397K Buy
+7,941
New +$400K ﹤0.01% 1560

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

HRT Financial's DFCA Position: Q1 2025 in Review

HRT Financial sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2025, closing a stake of 7,941 shares — an estimated $397K sold.

HRT Financial first reported a position in DFCA in Q4 2024 and held it in 1 quarter. The position peaked at $397K in Q4 2024. 48 funds tracked by Wall St. Rank hold DFCA as of Q1 2025.

  • HRT Financial reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 7,941 Dimensional California Municipal Bond ETF shares in Q1 2025, an estimated $397K.
  • HRT Financial first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • HRT Financial's Dimensional California Municipal Bond ETF position peaked at $397K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.