Ken Griffin
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Ken Griffin’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Ken Griffin’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 		$904K Buy
18,144
+8,525
+89% +$429K ﹤0.01% 7890
2025
Q4 		$482K Buy
+9,619
New +$482K ﹤0.01% 9115
2025
Q2 		– Sell
-4,234
Closed -$210K – 13002
2025
Q1 		$210K Sell
4,234
-1,975
-32% -$98.8K ﹤0.01% 10352
2024
Q4 		$311K Buy
+6,209
New +$313K ﹤0.01% 9580
2024
Q3 		– Sell
-4,989
Closed -$250K – 14387
2024
Q2 		$250K Buy
+4,989
New +$250K ﹤0.01% 9498

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $3.65B AUM 15.32% 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

Ken Griffin's DFCA Position: Q1 2026 in Review

Ken Griffin increased its Dimensional California Municipal Bond ETF (DFCA) stake by 89% in Q1 2026, buying an estimated $429K and bringing the position to 18,144 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #7890.

Ken Griffin first reported a position in DFCA in Q2 2024 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Ken Griffin held 18,144 shares of Dimensional California Municipal Bond ETF worth $904K as of Q1 2026.
  • Ken Griffin bought 8,525 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $429K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7890 holding.
  • Ken Griffin first reported a position in Dimensional California Municipal Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.