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Marrick Wealth’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Marrick Wealth’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 		$1.28M Buy
25,416
+1,567
+7% +$78.5K 0.91% 17
2026
Q1 		$1.19M Sell
23,849
-1,392
-6% -$70.1K 1% 16
2025
Q4 		$1.26M Buy
+25,241
New +$1.26M 1.03% 16

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

Marrick Wealth's DFCA Position: Q2 2026 in Review

Marrick Wealth increased its Dimensional California Municipal Bond ETF (DFCA) stake by 6.6% in Q2 2026, buying an estimated $78.5K and bringing the position to 25,416 shares worth $1.28M. The position accounts for 0.91% of the portfolio, ranked #17.

Marrick Wealth first reported a position in DFCA in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Marrick Wealth held 25,416 shares of Dimensional California Municipal Bond ETF worth $1.28M as of Q2 2026.
  • Marrick Wealth bought 1,567 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $78.5K.
  • Dimensional California Municipal Bond ETF made up 0.91% of Marrick Wealth's portfolio in Q2 2026, its #17 holding.
  • Marrick Wealth first reported a position in Dimensional California Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Marrick Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.