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Shore Point Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Shore Point Advisors’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 		$330K Buy
6,575
+43
+0.7% +$2.15K 0.11% 59
2026
Q1 		$326K Buy
6,532
+1,017
+18% +$51.2K 0.13% 62
2025
Q4 		$276K Buy
+5,515
New +$276K 0.12% 65

Other funds holding DFCA

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Shore Point Advisors's DFCA Position: Q2 2026 in Review

Shore Point Advisors increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.66% in Q2 2026, buying an estimated $2.15K and bringing the position to 6,575 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #59.

Shore Point Advisors first reported a position in DFCA in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Shore Point Advisors held 6,575 shares of Dimensional California Municipal Bond ETF worth $330K as of Q2 2026.
  • Shore Point Advisors bought 43 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $2.15K.
  • Dimensional California Municipal Bond ETF made up 0.11% of Shore Point Advisors's portfolio in Q2 2026, its #59 holding.
  • Shore Point Advisors first reported a position in Dimensional California Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.