Osaic Holdings
DFCA icon

Osaic Holdings’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Osaic Holdings’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 		$1.3M Buy
25,909
+4,670
+22% +$234K ﹤0.01% 2732
2026
Q1 		$1.06M Hold
21,239
– – ﹤0.01% 2659
2025
Q4 		$1.06M Hold
21,239
– – ﹤0.01% 2635
2025
Q3 		$1.05M Buy
+21,239
New +$1.05M ﹤0.01% 2747
2025
Q1 		– Sell
-2,772
Closed -$139K – 7503
2024
Q4 		$139K Hold
2,772
– – ﹤0.01% 3926
2024
Q3 		$140K Buy
2,772
+98
+4% +$4.95K ﹤0.01% 3948
2024
Q2 		$134K Buy
2,674
+103
+4% +$5.16K ﹤0.01% 3905
2024
Q1 		$130K Buy
2,571
+1,824
+244% +$92.3K ﹤0.01% 4049
2023
Q4 		$37.9K Buy
+747
New +$37K ﹤0.01% 5079

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Osaic Holdings's DFCA Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional California Municipal Bond ETF (DFCA) stake by 22% in Q2 2026, buying an estimated $234K and bringing the position to 25,909 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Osaic Holdings first reported a position in DFCA in Q4 2023 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Osaic Holdings held 25,909 shares of Dimensional California Municipal Bond ETF worth $1.3M as of Q2 2026.
  • Osaic Holdings bought 4,670 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $234K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2732 holding.
  • Osaic Holdings first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.