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Regatta Capital Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Regatta Capital 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
2025
Q3 		– Sell
-5,446
Closed -$268K – 218
2025
Q2 		$268K Buy
+5,446
New +$268K 0.05% 184

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CC
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SAI
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ODA
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SRCM
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Wealth Enhancement Advisory Services
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EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RFP
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TWM
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Regatta Capital Group's DFCA Position: Q3 2025 in Review

Regatta Capital Group sold out of Dimensional California Municipal Bond ETF (DFCA) in Q3 2025, closing a stake of 5,446 shares — an estimated $268K sold.

Regatta Capital Group first reported a position in DFCA in Q2 2025 and held it in 1 quarter. The position peaked at $268K in Q2 2025. 60 funds tracked by Wall St. Rank hold DFCA as of Q3 2025.

  • Regatta Capital Group reported no remaining Dimensional California Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Regatta Capital Group sold 5,446 Dimensional California Municipal Bond ETF shares in Q3 2025, an estimated $268K.
  • Regatta Capital Group first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Regatta Capital Group's Dimensional California Municipal Bond ETF position peaked at $268K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2025.

Based on Regatta Capital Group's 13F filing for Q3 2025, filed 17 Oct 2025.