SRCM
DFCA icon

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

Signature Resources 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
2026
Q2 		$5.5M Sell
109,573
-2,421
-2% -$121K 2.17% 9
2026
Q1 		$5.58M Buy
111,994
+7,956
+8% +$401K 2.65% 7
2025
Q4 		$5.21M Buy
104,038
+5,161
+5% +$258K 2.63% 8
2025
Q3 		$4.93M Buy
98,877
+1,737
+2% +$85.8K 2.7% 8
2025
Q2 		$4.79M Buy
97,140
+68,141
+235% +$3.35M 2.91% 8
2025
Q1 		$1.44M Buy
28,999
+17,509
+152% +$876K 1.24% 13
2024
Q4 		$575K Buy
11,490
+1,362
+13% +$68.6K 0.51% 22
2024
Q3 		$513K Sell
10,128
-48
-0.5% -$2.42K 0.47% 25
2024
Q2 		$510K Buy
10,176
+7,780
+325% +$390K 0.42% 27
2024
Q1 		$122K Hold
2,396
– – 0.11% 60
2023
Q4 		$122K Buy
+2,396
New +$119K 0.11% 60

Other funds holding DFCA

Mercer Global Advisors
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
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Signature Resources Capital Management's DFCA Position: Q2 2026 in Review

Signature Resources Capital Management reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 2.2% in Q2 2026, selling an estimated $121K and leaving 109,573 shares worth $5.5M. The position accounts for 2.17% of the portfolio, ranked #9.

Signature Resources Capital Management first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.58M in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Signature Resources Capital Management held 109,573 shares of Dimensional California Municipal Bond ETF worth $5.5M as of Q2 2026.
  • Signature Resources Capital Management sold 2,421 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $121K.
  • Dimensional California Municipal Bond ETF made up 2.17% of Signature Resources Capital Management's portfolio in Q2 2026, its #9 holding.
  • Signature Resources Capital Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Signature Resources Capital Management's Dimensional California Municipal Bond ETF position peaked at $5.58M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.