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Hurlow Wealth Management Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Hurlow Wealth Management Group’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 		$347K Hold
6,966
– – 0.08% 80
2025
Q4 		$349K Hold
6,966
– – 0.09% 79
2025
Q3 		$347K Buy
6,966
+405
+6% +$20K 0.09% 81
2025
Q2 		$323K Buy
+6,561
New +$323K 0.09% 90

Other funds holding DFCA

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 $270M AUM 11.56% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 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

Hurlow Wealth Management Group's DFCA Position: Q1 2026 in Review

Hurlow Wealth Management Group held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q1 2026 at 6,966 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #80.

Hurlow Wealth Management Group first reported a position in DFCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q4 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Hurlow Wealth Management Group held 6,966 shares of Dimensional California Municipal Bond ETF worth $347K as of Q1 2026.
  • Hurlow Wealth Management Group left its Dimensional California Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional California Municipal Bond ETF made up 0.08% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #80 holding.
  • Hurlow Wealth Management Group first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Hurlow Wealth Management Group's Dimensional California Municipal Bond ETF position peaked at $349K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.