Mariner
DFCA icon

Mariner’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Mariner’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 		$901K Sell
17,963
-17,303
-49% -$866K ﹤0.01% 2025
2026
Q1 		$1.76M Buy
35,266
+15,833
+81% +$797K ﹤0.01% 1592
2025
Q4 		$973K Buy
19,433
+2,111
+12% +$106K ﹤0.01% 1968
2025
Q3 		$863K Buy
17,322
+12,892
+291% +$637K ﹤0.01% 2025
2025
Q2 		$218K Buy
+4,430
New +$218K ﹤0.01% 2986

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

Mariner's DFCA Position: Q2 2026 in Review

Mariner reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 49% in Q2 2026, selling an estimated $866K and leaving 17,963 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Mariner first reported a position in DFCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.76M in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Mariner held 17,963 shares of Dimensional California Municipal Bond ETF worth $901K as of Q2 2026.
  • Mariner sold 17,303 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $866K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2025 holding.
  • Mariner first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Mariner's Dimensional California Municipal Bond ETF position peaked at $1.76M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.