PWM
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Parkshore Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Parkshore Wealth Management’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 		$553K Sell
11,026
-10,489
-49% -$525K 0.16% 44
2026
Q1 		$1.07M Buy
21,515
+2,328
+12% +$117K 0.36% 30
2025
Q4 		$961K Buy
19,187
+1,483
+8% +$74.3K 0.36% 30
2025
Q3 		$882K Hold
17,704
– – 0.36% 29
2025
Q2 		$872K Buy
+17,704
New +$870K 0.43% 32

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

Parkshore Wealth Management's DFCA Position: Q2 2026 in Review

Parkshore Wealth Management reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 49% in Q2 2026, selling an estimated $525K and leaving 11,026 shares worth $553K. The position accounts for 0.16% of the portfolio, ranked #44.

Parkshore Wealth Management first reported a position in DFCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Parkshore Wealth Management held 11,026 shares of Dimensional California Municipal Bond ETF worth $553K as of Q2 2026.
  • Parkshore Wealth Management sold 10,489 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $525K.
  • Dimensional California Municipal Bond ETF made up 0.16% of Parkshore Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Parkshore Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Parkshore Wealth Management's Dimensional California Municipal Bond ETF position peaked at $1.07M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.