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Integrated Wealth Concepts’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Integrated Wealth Concepts’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 		$2.56M Buy
+51,394
New +$2.59M 0.02% 666
2025
Q4 		– Sell
-45,706
Closed -$2.28M – 1721
2025
Q3 		$2.28M Buy
+45,706
New +$2.26M 0.02% 625

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 $231M AUM 17.28% 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 $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

Integrated Wealth Concepts's DFCA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q1 2026: 51,394 shares worth $2.56M. The stake represents 0.02% of the portfolio and ranks #666 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DFCA as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in DFCA in Q3 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Integrated Wealth Concepts held 51,394 shares of Dimensional California Municipal Bond ETF worth $2.56M as of Q1 2026.
  • Dimensional California Municipal Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Dimensional California Municipal Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #666 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.