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Red Lighthouse Investment Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Red Lighthouse Investment 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
2026
Q1 		$452K Hold
9,068
– – 0.15% 55
2025
Q4 		$454K Buy
9,068
+1,600
+21% +$80.1K 0.16% 42
2025
Q3 		$372K Buy
7,468
+294
+4% +$14.5K 0.13% 54
2025
Q2 		$354K Buy
7,174
+726
+11% +$35.7K 0.14% 53
2025
Q1 		$325K Buy
6,448
+450
+8% +$22.5K 0.13% 54
2024
Q4 		$300K Sell
5,998
-39
-0.6% -$1.97K 0.12% 58
2024
Q3 		$306K Sell
6,037
-411
-6% -$20.8K 0.12% 58
2024
Q2 		$323K Hold
6,448
– – 0.14% 54
2024
Q1 		$325K Buy
6,448
+1,481
+30% +$74.9K 0.13% 55
2023
Q4 		$252K Buy
+4,967
New +$246K 0.11% 62

Other funds holding DFCA

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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 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 $2.57B AUM 21.7% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Red Lighthouse Investment Management's DFCA Position: Q1 2026 in Review

Red Lighthouse Investment Management held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q1 2026 at 9,068 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #55.

Red Lighthouse Investment Management first reported a position in DFCA in Q4 2023 and has held it in 10 quarters since. The position peaked at $454K in Q4 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Red Lighthouse Investment Management held 9,068 shares of Dimensional California Municipal Bond ETF worth $452K as of Q1 2026.
  • Red Lighthouse Investment Management left its Dimensional California Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional California Municipal Bond ETF made up 0.15% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #55 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Red Lighthouse Investment Management's Dimensional California Municipal Bond ETF position peaked at $454K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.