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One Capital Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

One Capital Management’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 		$3.61M Buy
72,498
+12,369
+21% +$623K 0.1% 148
2025
Q4 		$3.01M Buy
60,129
+13,134
+28% +$658K 0.09% 147
2025
Q3 		$2.34M Buy
46,995
+16,000
+52% +$791K 0.07% 147
2025
Q2 		$1.53M Sell
30,995
-15,735
-34% -$773K 0.05% 177
2025
Q1 		$2.32M Buy
46,730
+33,195
+245% +$1.66M 0.08% 157
2024
Q4 		$677K Buy
13,535
+2,610
+24% +$132K 0.02% 239
2024
Q3 		$554K Buy
+10,925
New +$552K 0.02% 268

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

One Capital Management's DFCA Position: Q1 2026 in Review

One Capital Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 21% in Q1 2026, buying an estimated $623K and bringing the position to 72,498 shares worth $3.61M. The position accounts for 0.1% of the portfolio, ranked #148.

One Capital Management first reported a position in DFCA in Q3 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • One Capital Management held 72,498 shares of Dimensional California Municipal Bond ETF worth $3.61M as of Q1 2026.
  • One Capital Management bought 12,369 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $623K.
  • Dimensional California Municipal Bond ETF made up 0.1% of One Capital Management's portfolio in Q1 2026, its #148 holding.
  • One Capital Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.