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Lodestar Private Asset Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Lodestar Private Asset 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 		$1.14M Buy
22,852
+728
+3% +$36.7K 0.11% 93
2025
Q4 		$1.11M Buy
22,124
+274
+1% +$13.7K 0.11% 94
2025
Q3 		$1.09M Buy
21,850
+4,145
+23% +$205K 0.11% 98
2025
Q2 		$873K Buy
+17,705
New +$870K 0.1% 108

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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 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 $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

Lodestar Private Asset Management's DFCA Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 3.3% in Q1 2026, buying an estimated $36.7K and bringing the position to 22,852 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #93.

Lodestar Private Asset Management first reported a position in DFCA in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Lodestar Private Asset Management held 22,852 shares of Dimensional California Municipal Bond ETF worth $1.14M as of Q1 2026.
  • Lodestar Private Asset Management bought 728 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $36.7K.
  • Dimensional California Municipal Bond ETF made up 0.11% of Lodestar Private Asset Management's portfolio in Q1 2026, its #93 holding.
  • Lodestar Private Asset Management first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.