One Degree Advisors
DFCA icon

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
Q2 		$6.14M Buy
122,336
+4,465
+4% +$224K 1.37% 20
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 $80.9B AUM 26.08% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 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
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

One Degree Advisors's DFCA Position: Q2 2026 in Review

One Degree Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 3.8% in Q2 2026, buying an estimated $224K and bringing the position to 122,336 shares worth $6.14M. The position accounts for 1.37% of the portfolio, ranked #20.

One Degree Advisors 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 Degree Advisors held 122,336 shares of Dimensional California Municipal Bond ETF worth $6.14M as of Q2 2026.
  • One Degree Advisors bought 4,465 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $224K.
  • Dimensional California Municipal Bond ETF made up 1.37% of One Degree Advisors's portfolio in Q2 2026, its #20 holding.
  • One Degree Advisors 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 Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.