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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
Q2 		$537K Sell
10,711
-2,916
-21% -$146K 0.04% 110
2026
Q1 		$679K Buy
+13,627
New +$686K 0.05% 91

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

RVW Wealth's DFCA Position: Q2 2026 in Review

RVW Wealth reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 21% in Q2 2026, selling an estimated $146K and leaving 10,711 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #110.

RVW Wealth first reported a position in DFCA in Q1 2026 and has held it in 2 quarters since. The position peaked at $679K in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • RVW Wealth held 10,711 shares of Dimensional California Municipal Bond ETF worth $537K as of Q2 2026.
  • RVW Wealth sold 2,916 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $146K.
  • Dimensional California Municipal Bond ETF made up 0.04% of RVW Wealth's portfolio in Q2 2026, its #110 holding.
  • RVW Wealth first reported a position in Dimensional California Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • RVW Wealth's Dimensional California Municipal Bond ETF position peaked at $679K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.