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

Parallel 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 		$955K Buy
19,157
+9,729
+103% +$490K 0.02% 487
2025
Q4 		$472K Hold
9,428
– – 0.01% 711
2025
Q3 		$470K Buy
+9,428
New +$466K 0.01% 686

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
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 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

Parallel Advisors's DFCA Position: Q1 2026 in Review

Parallel Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 103% in Q1 2026, buying an estimated $490K and bringing the position to 19,157 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #487.

Parallel Advisors first reported a position in DFCA in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Parallel Advisors held 19,157 shares of Dimensional California Municipal Bond ETF worth $955K as of Q1 2026.
  • Parallel Advisors bought 9,729 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $490K.
  • Dimensional California Municipal Bond ETF made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #487 holding.
  • Parallel Advisors first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.