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Independent Financial Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Independent Financial 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
Q2 		– Sell
-5,189
Closed -$259K – 1567
2026
Q1 		$259K Sell
5,189
-4,014
-44% -$202K 0.01% 1233
2025
Q4 		$461K Hold
9,203
– – 0.01% 945
2025
Q3 		$459K Buy
+9,203
New +$455K 0.01% 897

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

Independent Financial Group's DFCA Position: Q2 2026 in Review

Independent Financial Group sold out of Dimensional California Municipal Bond ETF (DFCA) in Q2 2026, closing a stake of 5,189 shares — an estimated $259K sold.

Independent Financial Group first reported a position in DFCA in Q3 2025 and held it in 3 quarters. The position peaked at $461K in Q4 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Independent Financial Group reported no remaining Dimensional California Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,189 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $259K.
  • Independent Financial Group first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Independent Financial Group's Dimensional California Municipal Bond ETF position peaked at $461K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.