Mercer Global Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Mercer Global Advisors’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	$350M	Buy	7,027,020 +888,448	+14%	+$44.7M	0.52%	32
2025 Q4	$307M	Buy	6,138,572 +910,153	+17%	+$45.6M	0.47%	33
2025 Q3	$261M	Buy	5,228,419 +749,886	+17%	+$37.1M	0.43%	36
2025 Q2	$221M	Buy	4,478,533 +277,036	+7%	+$13.6M	0.45%	36
2025 Q1	$208M	Buy	4,201,497 +364,471	+9%	+$18.2M	0.48%	34
2024 Q4	$192M	Sell	3,837,026 -620,447	-14%	-$31.3M	0.47%	34
2024 Q3	$226M	Buy	4,457,473 +467,747	+12%	+$23.6M	0.53%	34
2024 Q2	$200M	Buy	3,989,726 +278,965	+8%	+$14M	0.54%	35
2024 Q1	$187M	Buy	3,710,761 +443,081	+14%	+$22.4M	0.53%	37
2023 Q4	$166M	Buy	3,267,680 +366,577	+13%	+$18.2M	0.5%	43
2023 Q3	$142M	Buy	+2,901,103	New	+$145M	0.54%	40

Other funds holding DFCA

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 $400M AUM 39.13% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Mercer Global Advisors's DFCA Position: Q1 2026 in Review

Mercer Global Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 14% in Q1 2026, buying an estimated $44.7M and bringing the position to 7,027,020 shares worth $350M. The position accounts for 0.52% of the portfolio, ranked #32.

Mercer Global Advisors first reported a position in DFCA in Q3 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

Mercer Global Advisors held 7,027,020 shares of Dimensional California Municipal Bond ETF worth $350M as of Q1 2026.
Mercer Global Advisors bought 888,448 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $44.7M.
Dimensional California Municipal Bond ETF made up 0.52% of Mercer Global Advisors's portfolio in Q1 2026, its #32 holding.
Mercer Global Advisors first reported a position in Dimensional California Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.