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Roberts Wealth Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Roberts Wealth Advisors’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 		$322K Sell
6,409
-2,140
-25% -$107K 0.07% 101
2026
Q1 		$426K Buy
8,549
+112
+1% +$5.64K 0.11% 87
2025
Q4 		$423K Hold
8,437
– – 0.11% 87
2025
Q3 		$420K Hold
8,437
– – 0.11% 83
2025
Q2 		$416K Sell
8,437
-1,738
-17% -$85.4K 0.12% 78
2025
Q1 		$505K Buy
+10,175
New +$509K 0.16% 77

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

Roberts Wealth Advisors's DFCA Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 25% in Q2 2026, selling an estimated $107K and leaving 6,409 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #101.

Roberts Wealth Advisors first reported a position in DFCA in Q1 2025 and has held it in 6 quarters since. The position peaked at $505K in Q1 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Roberts Wealth Advisors held 6,409 shares of Dimensional California Municipal Bond ETF worth $322K as of Q2 2026.
  • Roberts Wealth Advisors sold 2,140 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $107K.
  • Dimensional California Municipal Bond ETF made up 0.07% of Roberts Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Roberts Wealth Advisors first reported a position in Dimensional California Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Roberts Wealth Advisors's Dimensional California Municipal Bond ETF position peaked at $505K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.