Raymond James Financial
DFCA icon

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
Q2 		$849K Buy
16,928
+3,733
+28% +$187K ﹤0.01% 4120
2026
Q1 		$658K Hold
13,195
– – ﹤0.01% 4157
2025
Q4 		$661K Buy
+13,195
New +$661K ﹤0.01% 4063

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

Raymond James Financial's DFCA Position: Q2 2026 in Review

Raymond James Financial increased its Dimensional California Municipal Bond ETF (DFCA) stake by 28% in Q2 2026, buying an estimated $187K and bringing the position to 16,928 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #4120.

Raymond James Financial first reported a position in DFCA in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Raymond James Financial held 16,928 shares of Dimensional California Municipal Bond ETF worth $849K as of Q2 2026.
  • Raymond James Financial bought 3,733 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $187K.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4120 holding.
  • Raymond James Financial first reported a position in Dimensional California Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.