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Parkwoods Wealth Partners’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Parkwoods Wealth Partners’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 		$352K Buy
7,007
+2,215
+46% +$111K 0.06% 123
2026
Q1 		$239K Sell
4,792
-644
-12% -$32.4K 0.06% 93
2025
Q4 		$272K Sell
5,436
-498
-8% -$24.9K 0.08% 88
2025
Q3 		$296K Buy
+5,934
New +$293K 0.1% 76

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

Parkwoods Wealth Partners's DFCA Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Dimensional California Municipal Bond ETF (DFCA) stake by 46% in Q2 2026, buying an estimated $111K and bringing the position to 7,007 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #123.

Parkwoods Wealth Partners first reported a position in DFCA in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Parkwoods Wealth Partners held 7,007 shares of Dimensional California Municipal Bond ETF worth $352K as of Q2 2026.
  • Parkwoods Wealth Partners bought 2,215 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $111K.
  • Dimensional California Municipal Bond ETF made up 0.06% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.