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Retirement Planning Group (Kansas)’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Retirement Planning Group (Kansas)’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 		$233K Buy
4,648
+30
+0.6% +$1.5K 0.01% 499
2026
Q1 		$230K Buy
4,618
+25
+0.5% +$1.26K 0.01% 451
2025
Q4 		$230K Buy
4,593
+39
+0.9% +$1.95K 0.01% 386
2025
Q3 		$227K Buy
4,554
+32
+0.7% +$1.58K 0.01% 377
2025
Q2 		$223K Buy
+4,522
New +$222K 0.01% 292

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

Retirement Planning Group (Kansas)'s DFCA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.65% in Q2 2026, buying an estimated $1.5K and bringing the position to 4,648 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #499.

Retirement Planning Group (Kansas) first reported a position in DFCA in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,648 shares of Dimensional California Municipal Bond ETF worth $233K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 30 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $1.5K.
  • Dimensional California Municipal Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #499 holding.
  • Retirement Planning Group (Kansas) first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.