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

Shearwater 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 		$236K Buy
4,709
+523
+12% +$26.2K 0.11% 62
2026
Q1 		$209K Buy
+4,186
New +$211K 0.11% 68

Other funds holding DFCA

CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $297M AUM
MW
Marrick Wealth Irvine, California $141M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Shearwater Capital's DFCA Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional California Municipal Bond ETF (DFCA) stake by 12% in Q2 2026, buying an estimated $26.2K and bringing the position to 4,709 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #62.

Shearwater Capital first reported a position in DFCA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Shearwater Capital held 4,709 shares of Dimensional California Municipal Bond ETF worth $236K as of Q2 2026.
  • Shearwater Capital bought 523 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $26.2K.
  • Dimensional California Municipal Bond ETF made up 0.11% of Shearwater Capital's portfolio in Q2 2026, its #62 holding.
  • Shearwater Capital first reported a position in Dimensional California Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.