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SouthState Corp’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

SouthState Corp’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
Q3 		– Sell
-315
Closed -$15.5K – 1395
2025
Q2 		$15.5K Buy
+315
New +$15.5K ﹤0.01% 703

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CC
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SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

SouthState Corp's DFCA Position: Q3 2025 in Review

SouthState Corp sold out of Dimensional California Municipal Bond ETF (DFCA) in Q3 2025, closing a stake of 315 shares — an estimated $15.5K sold.

SouthState Corp first reported a position in DFCA in Q2 2025 and held it in 1 quarter. The position peaked at $15.5K in Q2 2025. 60 funds tracked by Wall St. Rank hold DFCA as of Q3 2025.

  • SouthState Corp reported no remaining Dimensional California Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SouthState Corp sold 315 Dimensional California Municipal Bond ETF shares in Q3 2025, an estimated $15.5K.
  • SouthState Corp first reported a position in Dimensional California Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • SouthState Corp's Dimensional California Municipal Bond ETF position peaked at $15.5K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.