PWP
DFCA icon

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
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 $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 $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 $400M AUM 39.13% 1-Year Est. Return

Parkwoods Wealth Partners's DFCA Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 12% in Q1 2026, selling an estimated $32.4K and leaving 4,792 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #93.

Parkwoods Wealth Partners first reported a position in DFCA in Q3 2025 and has held it in 3 quarters since. The position peaked at $296K in Q3 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Parkwoods Wealth Partners held 4,792 shares of Dimensional California Municipal Bond ETF worth $239K as of Q1 2026.
  • Parkwoods Wealth Partners sold 644 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $32.4K.
  • Dimensional California Municipal Bond ETF made up 0.06% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Parkwoods Wealth Partners's Dimensional California Municipal Bond ETF position peaked at $296K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.