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Savvy Advisors Inc’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Savvy Advisors Inc’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
Q1 		$8.84M Buy
177,330
+12,002
+7% +$604K 0.24% 79
2025
Q4 		$8.28M Buy
165,328
+1,288
+0.8% +$64.5K 0.27% 67
2025
Q3 		$8.17M Buy
+164,040
New +$8.11M 0.38% 52

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 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 $3.65B AUM 15.32% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Savvy Advisors Inc's DFCA Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional California Municipal Bond ETF (DFCA) stake by 7.3% in Q1 2026, buying an estimated $604K and bringing the position to 177,330 shares worth $8.84M. The position accounts for 0.24% of the portfolio, ranked #79.

Savvy Advisors Inc first reported a position in DFCA in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

  • Savvy Advisors Inc held 177,330 shares of Dimensional California Municipal Bond ETF worth $8.84M as of Q1 2026.
  • Savvy Advisors Inc bought 12,002 Dimensional California Municipal Bond ETF shares in Q1 2026, an estimated $604K.
  • Dimensional California Municipal Bond ETF made up 0.24% of Savvy Advisors Inc's portfolio in Q1 2026, its #79 holding.
  • Savvy Advisors Inc first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.