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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital's DFCA Position: Q2 2026 in Review

Savant Capital increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.57% in Q2 2026, buying an estimated $7.71K and bringing the position to 27,057 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Savant Capital first reported a position in DFCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2024. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

Savant Capital held 27,057 shares of Dimensional California Municipal Bond ETF worth $1.36M as of Q2 2026.
Savant Capital bought 154 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $7.71K.
Dimensional California Municipal Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #754 holding.
Savant Capital first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Savant Capital's Dimensional California Municipal Bond ETF position peaked at $1.75M in Q4 2024.
83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.