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

Other funds holding DFCA

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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. 83 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.
83 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.