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RAM Investment Partners’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

RAM Investment 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 		$855K Sell
17,040
-275
-2% -$13.8K 0.14% 51
2026
Q1 		$863K Buy
17,315
+1,473
+9% +$74.2K 0.15% 46
2025
Q4 		$793K Buy
15,842
+6,515
+70% +$326K 0.14% 48
2025
Q3 		$465K Buy
9,327
+1,001
+12% +$49.5K 0.09% 64
2025
Q2 		$410K Sell
8,326
-5,258
-39% -$258K 0.09% 65
2025
Q1 		$674K Buy
13,584
+5,440
+67% +$272K 0.17% 41
2024
Q4 		$408K Buy
8,144
+1,275
+19% +$64.3K 0.1% 61
2024
Q3 		$348K Buy
6,869
+302
+5% +$15.2K 0.09% 62
2024
Q2 		$329K Buy
6,567
+975
+17% +$48.9K 0.1% 60
2024
Q1 		$282K Buy
5,592
+237
+4% +$12K 0.09% 62
2023
Q4 		$272K Buy
+5,355
New +$265K 0.09% 49

Other funds holding DFCA

CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $297M AUM
MW
Marrick Wealth Irvine, California $141M AUM

RAM Investment Partners's DFCA Position: Q2 2026 in Review

RAM Investment Partners reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 1.6% in Q2 2026, selling an estimated $13.8K and leaving 17,040 shares worth $855K. The position accounts for 0.14% of the portfolio, ranked #51.

RAM Investment Partners first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $863K in Q1 2026. 42 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • RAM Investment Partners held 17,040 shares of Dimensional California Municipal Bond ETF worth $855K as of Q2 2026.
  • RAM Investment Partners sold 275 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $13.8K.
  • Dimensional California Municipal Bond ETF made up 0.14% of RAM Investment Partners's portfolio in Q2 2026, its #51 holding.
  • RAM Investment Partners first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • RAM Investment Partners's Dimensional California Municipal Bond ETF position peaked at $863K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.