Johnson Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Johnson Wealth Management’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	$307K	Buy	6,165 +310	+5%	+$15.6K	0.15%	42
2025 Q4	$293K	Buy	+5,855	New	+$293K	0.15%	47

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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $211M AUM 19.29% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return