RVW Wealth
DFCA icon

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

RVW Wealth’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
Q3 		$511K Hold
10,711
– – 0.03% 118
2026
Q2 		$537K Sell
10,711
-2,916
-21% -$146K 0.04% 110
2026
Q1 		$679K Buy
+13,627
New +$686K 0.05% 91

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Elmwood Wealth Management
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Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foundry Financial
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Nautilus Advisors
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

RVW Wealth's DFCA Position: Q3 2026 in Review

RVW Wealth held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q3 2026 at 10,711 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #118.

RVW Wealth first reported a position in DFCA in Q1 2026 and has held it in 3 quarters since. The position peaked at $679K in Q1 2026. 33 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • RVW Wealth held 10,711 shares of Dimensional California Municipal Bond ETF worth $511K as of Q3 2026.
  • RVW Wealth left its Dimensional California Municipal Bond ETF share count unchanged in Q3 2026.
  • Dimensional California Municipal Bond ETF made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #118 holding.
  • RVW Wealth first reported a position in Dimensional California Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • RVW Wealth's Dimensional California Municipal Bond ETF position peaked at $679K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.