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

SB Capital Management’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
2025
Q4 		$737K Buy
+14,714
New +$737K 0.27% 60

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

SB Capital Management's DFCA Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q4 2025: 14,714 shares worth $737K. The stake represents 0.27% of the portfolio and ranks #60 among its holdings.

69 funds tracked by Wall St. Rank hold DFCA as of Q4 2025.

  • SB Capital Management held 14,714 shares of Dimensional California Municipal Bond ETF worth $737K as of Q4 2025.
  • Dimensional California Municipal Bond ETF was a new SB Capital Management position in Q4 2025.
  • Dimensional California Municipal Bond ETF made up 0.27% of SB Capital Management's portfolio in Q4 2025, its #60 holding.
  • 69 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.