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

IFP 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 		$100K Hold
2,002
– – ﹤0.01% 1978
2026
Q1 		$99.8K Hold
2,002
– – ﹤0.01% 1840
2025
Q4 		$100K Hold
2,002
– – ﹤0.01% 1788
2025
Q3 		$99.8K Sell
2,002
-1
-0% -$49 ﹤0.01% 1679
2025
Q2 		$98.7K Buy
2,003
+1,000
+100% +$49.2K ﹤0.01% 1644
2025
Q1 		$49.7K Hold
1,003
– – ﹤0.01% 1889
2024
Q4 		$50.2K Hold
1,003
– – ﹤0.01% 1834
2024
Q3 		$50.8K Hold
1,003
– – ﹤0.01% 1727
2024
Q2 		$50.2K Hold
1,003
– – ﹤0.01% 1680
2024
Q1 		$50.6K Hold
1,003
– – ﹤0.01% 1585
2023
Q4 		$50.9K Sell
1,003
-1,003
-50% -$49.7K ﹤0.01% 1539
2023
Q3 		$98.1K Buy
+2,006
New +$100K ﹤0.01% 1262

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

IFP Advisors's DFCA Position: Q2 2026 in Review

IFP Advisors held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 2,002 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

IFP Advisors first reported a position in DFCA in Q3 2023 and has held it in 12 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • IFP Advisors held 2,002 shares of Dimensional California Municipal Bond ETF worth $100K as of Q2 2026.
  • IFP Advisors left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1978 holding.
  • IFP Advisors first reported a position in Dimensional California Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.