One Capital Management
DFCA icon

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
Q2 		$3.61M Hold
72,498
– – 0.1% 147
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

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Savvy Advisors Inc
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Elmwood Wealth Management
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One Degree Advisors
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Signature Resources Capital Management
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TriaGen Wealth Management
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Vise Technologies
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One Capital Management's DFCA Position: Q2 2026 in Review

One Capital Management held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 72,498 shares worth $3.61M. The position accounts for 0.1% of the portfolio, ranked #147.

One Capital Management first reported a position in DFCA in Q3 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • One Capital Management held 72,498 shares of Dimensional California Municipal Bond ETF worth $3.61M as of Q2 2026.
  • One Capital Management left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.1% of One Capital Management's portfolio in Q2 2026, its #147 holding.
  • One Capital Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 84 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.