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Laird Norton Wetherby Trust Company’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Laird Norton Wetherby Trust Company’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 		$1.33M Buy
+26,500
New +$1.33M 0.03% 432

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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

Laird Norton Wetherby Trust Company's DFCA Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q2 2026: 26,500 shares worth $1.33M. The stake represents 0.03% of the portfolio and ranks #432 among its holdings.

83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 26,500 shares of Dimensional California Municipal Bond ETF worth $1.33M as of Q2 2026.
  • Dimensional California Municipal Bond ETF was a new Laird Norton Wetherby Trust Company position in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #432 holding.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.