Raymond James Financial
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Raymond James Financial’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Raymond James Financial’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 		$658K Hold
13,195
– – ﹤0.01% 4157
2025
Q4 		$661K Buy
+13,195
New +$661K ﹤0.01% 4063

Other funds holding DFCA

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 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 $366M AUM 27.38% 1-Year Est. Return

Raymond James Financial's DFCA Position: Q1 2026 in Review

Raymond James Financial held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q1 2026 at 13,195 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

Raymond James Financial first reported a position in DFCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $661K in Q4 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Raymond James Financial held 13,195 shares of Dimensional California Municipal Bond ETF worth $658K as of Q1 2026.
  • Raymond James Financial left its Dimensional California Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4157 holding.
  • Raymond James Financial first reported a position in Dimensional California Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's Dimensional California Municipal Bond ETF position peaked at $661K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.