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

One Degree 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 		$5.88M Buy
117,871
+2,709
+2% +$136K 1.54% 17
2025
Q4 		$5.77M Buy
115,162
+4,480
+4% +$224K 1.59% 16
2025
Q3 		$5.51M Buy
110,682
+15,526
+16% +$767K 1.69% 16
2025
Q2 		$4.69M Sell
95,156
-2,569
-3% -$126K 1.67% 16
2025
Q1 		$4.85M Buy
97,725
+1,547
+2% +$77.4K 2% 14
2024
Q4 		$4.82M Buy
96,178
+6,990
+8% +$352K 1.96% 14
2024
Q3 		$4.52M Buy
+89,188
New +$4.5M 1.91% 16

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
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 $366M AUM 27.38% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

One Degree Advisors's DFCA Position: Q1 2026 in Review

One Degree Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 2.4% in Q1 2026, buying an estimated $136K and bringing the position to 117,871 shares worth $5.88M. The position accounts for 1.54% of the portfolio, ranked #17.

One Degree Advisors 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 Degree Advisors held 117,871 shares of Dimensional California Municipal Bond ETF worth $5.88M as of Q1 2026.
  • One Degree Advisors bought 2,709 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $136K.
  • Dimensional California Municipal Bond ETF made up 1.54% of One Degree Advisors's portfolio in Q1 2026, its #17 holding.
  • One Degree Advisors 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 Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.