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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
Q2 		$2.69M Buy
53,670
+2,276
+4% +$114K 0.01% 819
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 $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

Integrated Wealth Concepts's DFCA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional California Municipal Bond ETF (DFCA) stake by 4.4% in Q2 2026, buying an estimated $114K and bringing the position to 53,670 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #819.

Integrated Wealth Concepts first reported a position in DFCA in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Integrated Wealth Concepts held 53,670 shares of Dimensional California Municipal Bond ETF worth $2.69M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,276 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $114K.
  • Dimensional California Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #819 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.