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Seaside Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Seaside Wealth 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
2026
Q2 		$318K Buy
+6,343
New +$318K 0.08% 56

Other funds holding DFCA

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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

Seaside Wealth Management's DFCA Position: Q2 2026 in Review

Seaside Wealth Management opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q2 2026: 6,343 shares worth $318K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings.

83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Seaside Wealth Management held 6,343 shares of Dimensional California Municipal Bond ETF worth $318K as of Q2 2026.
  • Dimensional California Municipal Bond ETF was a new Seaside Wealth Management position in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.08% of Seaside Wealth Management's portfolio in Q2 2026, its #56 holding.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.