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Prospect Financial Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Prospect Financial Group’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 		$901K Sell
17,960
-3
-0% -$150 0.73% 28
2026
Q1 		$895K Sell
17,963
-180
-1% -$9.06K 0.83% 28
2025
Q4 		$909K Sell
18,143
-259
-1% -$13K 0.85% 29
2025
Q3 		$917K Sell
18,402
-477
-3% -$23.6K 0.9% 27
2025
Q2 		$930K Buy
18,879
+1,771
+10% +$87.1K 0.97% 26
2025
Q1 		$849K Buy
17,108
+9,698
+131% +$485K 1.08% 25
2024
Q4 		$371K Buy
+7,410
New +$373K 0.46% 37

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

Prospect Financial Group's DFCA Position: Q2 2026 in Review

Prospect Financial Group reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 0.02% in Q2 2026, selling an estimated $150 and leaving 17,960 shares worth $901K. The position accounts for 0.73% of the portfolio, ranked #28.

Prospect Financial Group first reported a position in DFCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $930K in Q2 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Prospect Financial Group held 17,960 shares of Dimensional California Municipal Bond ETF worth $901K as of Q2 2026.
  • Prospect Financial Group sold 3 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $150.
  • Dimensional California Municipal Bond ETF made up 0.73% of Prospect Financial Group's portfolio in Q2 2026, its #28 holding.
  • Prospect Financial Group first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Prospect Financial Group's Dimensional California Municipal Bond ETF position peaked at $930K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.