Parkshore Wealth Management
DFCA icon

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
Q3 		$529K Buy
11,106
+80
+0.7% +$3.95K 0.13% 42
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

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One Degree Advisors
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Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parkshore Wealth Management's DFCA Position: Q3 2026 in Review

Parkshore Wealth Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.73% in Q3 2026, buying an estimated $3.95K and bringing the position to 11,106 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #42.

Parkshore Wealth Management first reported a position in DFCA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2026. 57 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • Parkshore Wealth Management held 11,106 shares of Dimensional California Municipal Bond ETF worth $529K as of Q3 2026.
  • Parkshore Wealth Management bought 80 Dimensional California Municipal Bond ETF shares in Q3 2026, an estimated $3.95K.
  • Dimensional California Municipal Bond ETF made up 0.13% of Parkshore Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Parkshore Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Parkshore Wealth Management's Dimensional California Municipal Bond ETF position peaked at $1.07M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.