JY
DFCA icon

Jeff Yass’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Jeff Yass’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 		– Sell
-33,672
Closed -$1.69M – 13334
2025
Q4 		$1.69M Buy
33,672
+7,496
+29% +$375K ﹤0.01% 6000
2025
Q3 		$1.3M Buy
+26,176
New +$1.29M ﹤0.01% 6703
2025
Q2 		– Sell
-15,708
Closed -$779K – 12832
2025
Q1 		$779K Sell
15,708
-40,171
-72% -$2.01M ﹤0.01% 7888
2024
Q4 		$2.8M Buy
55,879
+50,847
+1,010% +$2.56M ﹤0.01% 4603
2024
Q3 		$255K Buy
+5,032
New +$254K ﹤0.01% 9960

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 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 $3.6B AUM 16.02% 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

Jeff Yass's DFCA Position: Q1 2026 in Review

Jeff Yass sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2026, closing a stake of 33,672 shares — an estimated $1.69M sold.

Jeff Yass first reported a position in DFCA in Q3 2024 and held it in 5 quarters. The position peaked at $2.8M in Q4 2024. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Jeff Yass reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 33,672 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $1.69M.
  • Jeff Yass first reported a position in Dimensional California Municipal Bond ETF in Q3 2024 and held it in 5 quarters.
  • Jeff Yass's Dimensional California Municipal Bond ETF position peaked at $2.8M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.