Nautilus Advisors
DFCA icon

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

Nautilus 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
Q3 		$972K Sell
20,399
-3,788
-16% -$187K 0.59% 46
2026
Q2 		$1.21M Buy
24,187
+709
+3% +$35.5K 0.71% 34
2026
Q1 		$1.17M Buy
23,478
+3,167
+16% +$159K 0.8% 33
2025
Q4 		$1.02M Buy
20,311
+10,270
+102% +$514K 0.66% 38
2025
Q3 		$500K Buy
+10,041
New +$496K 0.34% 83

Other funds holding DFCA

Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nautilus Advisors's DFCA Position: Q3 2026 in Review

Nautilus Advisors reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 16% in Q3 2026, selling an estimated $187K and leaving 20,399 shares worth $972K. The position accounts for 0.59% of the portfolio, ranked #46.

Nautilus Advisors first reported a position in DFCA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q2 2026. 34 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • Nautilus Advisors held 20,399 shares of Dimensional California Municipal Bond ETF worth $972K as of Q3 2026.
  • Nautilus Advisors sold 3,788 Dimensional California Municipal Bond ETF shares in Q3 2026, an estimated $187K.
  • Dimensional California Municipal Bond ETF made up 0.59% of Nautilus Advisors's portfolio in Q3 2026, its #46 holding.
  • Nautilus Advisors first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Nautilus Advisors's Dimensional California Municipal Bond ETF position peaked at $1.21M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.