PWM
DFCA icon

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

Parkworth 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
2025
Q2 		$167K Buy
3,380
+25
+0.7% +$1.23K 0.12% 65
2025
Q1 		$166K Buy
3,355
+20
+0.6% +$1K 0.13% 62
2024
Q4 		$167K Buy
+3,335
New +$168K 0.14% 58

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Parkworth Wealth Management's DFCA Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.75% in Q2 2025, buying an estimated $1.23K and bringing the position to 3,380 shares worth $167K. The position accounts for 0.12% of the portfolio, ranked #65.

Parkworth Wealth Management first reported a position in DFCA in Q4 2024 and has held it in 3 quarters since. The position peaked at $167K in Q4 2024. 54 funds tracked by Wall St. Rank hold DFCA as of Q2 2025.

  • Parkworth Wealth Management held 3,380 shares of Dimensional California Municipal Bond ETF worth $167K as of Q2 2025.
  • Parkworth Wealth Management bought 25 Dimensional California Municipal Bond ETF shares in Q2 2025, an estimated $1.23K.
  • Dimensional California Municipal Bond ETF made up 0.12% of Parkworth Wealth Management's portfolio in Q2 2025, its #65 holding.
  • Parkworth Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Dimensional California Municipal Bond ETF position peaked at $167K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.