LPL Financial
DFCA icon

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

LPL Financial’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 		$1.18M Buy
23,606
+936
+4% +$46.9K ﹤0.01% 4281
2026
Q1 		$1.13M Buy
22,670
+1,079
+5% +$54.3K ﹤0.01% 4082
2025
Q4 		$1.08M Buy
21,591
+198
+0.9% +$9.91K ﹤0.01% 3993
2025
Q3 		$1.07M Buy
21,393
+6,343
+42% +$313K ﹤0.01% 3940
2025
Q2 		$742K Buy
15,050
+10,400
+224% +$511K ﹤0.01% 4022
2025
Q1 		$231K Buy
+4,650
New +$233K ﹤0.01% 4761

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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

LPL Financial's DFCA Position: Q2 2026 in Review

LPL Financial increased its Dimensional California Municipal Bond ETF (DFCA) stake by 4.1% in Q2 2026, buying an estimated $46.9K and bringing the position to 23,606 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #4281.

LPL Financial first reported a position in DFCA in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • LPL Financial held 23,606 shares of Dimensional California Municipal Bond ETF worth $1.18M as of Q2 2026.
  • LPL Financial bought 936 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $46.9K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4281 holding.
  • LPL Financial first reported a position in Dimensional California Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.