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

Savant Capital’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	$1.3M	Buy	27,227 +170	+0.6%	+$8.38K	﹤0.01%	1046
2026 Q2	$1.36M	Buy	27,057 +154	+0.6%	+$7.71K	﹤0.01%	754
2026 Q1	$1.34M	Sell	26,903 -375	-1%	-$18.9K	0.01%	530
2025 Q4	$1.37M	Buy	27,278 +732	+3%	+$36.7K	0.01%	490
2025 Q3	$1.32M	Sell	26,546 -8,790	-25%	-$434K	0.01%	482
2025 Q2	$1.74M	Buy	35,336 +265	+0.8%	+$13K	0.01%	392
2025 Q1	$1.74M	Buy	35,071 +201	+0.6%	+$10.1K	0.01%	354
2024 Q4	$1.75M	Buy	+34,870	New	+$1.76M	0.01%	473

Other funds holding DFCA

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return

Savant Capital's DFCA Position: Q3 2026 in Review

Savant Capital increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.63% in Q3 2026, buying an estimated $8.38K and bringing the position to 27,227 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Savant Capital first reported a position in DFCA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2024. 63 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

Savant Capital held 27,227 shares of Dimensional California Municipal Bond ETF worth $1.3M as of Q3 2026.
Savant Capital bought 170 Dimensional California Municipal Bond ETF shares in Q3 2026, an estimated $8.38K.
Dimensional California Municipal Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1046 holding.
Savant Capital first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
Savant Capital's Dimensional California Municipal Bond ETF position peaked at $1.75M in Q4 2024.
63 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.