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Kaizen Financial Strategies’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Kaizen Financial Strategies’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 		$259K Buy
5,154
+285
+6% +$14.3K 0.08% 145
2026
Q1 		$244K Sell
4,869
-1,034
-18% -$52.1K 0.1% 147
2025
Q4 		$296K Buy
5,903
+1,134
+24% +$56.8K 0.13% 131
2025
Q3 		$239K Buy
4,769
+59
+1% +$2.92K 0.11% 133
2025
Q2 		$232K Buy
+4,710
New +$232K 0.12% 130

Other funds holding DFCA

CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $297M AUM
MW
Marrick Wealth Irvine, California $141M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Kaizen Financial Strategies's DFCA Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Dimensional California Municipal Bond ETF (DFCA) stake by 5.9% in Q2 2026, buying an estimated $14.3K and bringing the position to 5,154 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #145.

Kaizen Financial Strategies first reported a position in DFCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 40 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Kaizen Financial Strategies held 5,154 shares of Dimensional California Municipal Bond ETF worth $259K as of Q2 2026.
  • Kaizen Financial Strategies bought 285 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $14.3K.
  • Dimensional California Municipal Bond ETF made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #145 holding.
  • Kaizen Financial Strategies first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Kaizen Financial Strategies's Dimensional California Municipal Bond ETF position peaked at $296K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.