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Martin Worley Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Martin Worley Group’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
2025
Q2 		– Sell
-9,064
Closed -$450K – 92
2025
Q1 		$450K Hold
9,064
– – 0.26% 62
2024
Q4 		$454K Buy
+9,064
New +$457K 0.28% 61

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Martin Worley Group's DFCA Position: Q2 2025 in Review

Martin Worley Group sold out of Dimensional California Municipal Bond ETF (DFCA) in Q2 2025, closing a stake of 9,064 shares — an estimated $450K sold.

Martin Worley Group first reported a position in DFCA in Q4 2024 and held it in 2 quarters. The position peaked at $454K in Q4 2024. 54 funds tracked by Wall St. Rank hold DFCA as of Q2 2025.

  • Martin Worley Group reported no remaining Dimensional California Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Martin Worley Group sold 9,064 Dimensional California Municipal Bond ETF shares in Q2 2025, an estimated $450K.
  • Martin Worley Group first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Martin Worley Group's Dimensional California Municipal Bond ETF position peaked at $454K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.