PCA
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Pallas Capital Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Pallas Capital 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 		– Sell
-10,000
Closed -$501K – 887
2025
Q4 		$501K Hold
10,000
– – 0.02% 532
2025
Q3 		$498K Buy
+10,000
New +$494K 0.02% 524

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 $270M AUM 11.56% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 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 $2.57B AUM 21.7% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Pallas Capital Advisors's DFCA Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2026, closing a stake of 10,000 shares — an estimated $501K sold.

Pallas Capital Advisors first reported a position in DFCA in Q3 2025 and held it in 2 quarters. The position peaked at $501K in Q4 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Pallas Capital Advisors reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 10,000 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $501K.
  • Pallas Capital Advisors first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • Pallas Capital Advisors's Dimensional California Municipal Bond ETF position peaked at $501K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.