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Strategic Investment Solutions’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Strategic Investment Solutions’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
Q1 		– Sell
-1,992
Closed -$101K – 647
2024
Q4 		$101K Sell
1,992
-37
-2% -$1.86K 0.03% 140
2024
Q3 		$103K Buy
2,029
+9
+0.4% +$454 0.03% 141
2024
Q2 		$102K Buy
+2,020
New +$101K 0.03% 135
2023
Q4 		$101K Buy
+1,992
New +$98.7K 0.02% 300

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Strategic Investment Solutions's DFCA Position: Q1 2025 in Review

Strategic Investment Solutions sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2025, closing a stake of 1,992 shares — an estimated $101K sold.

Strategic Investment Solutions first reported a position in DFCA in Q4 2023 and held it in 4 quarters. The position peaked at $103K in Q3 2024. 48 funds tracked by Wall St. Rank hold DFCA as of Q1 2025.

  • Strategic Investment Solutions reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,992 Dimensional California Municipal Bond ETF shares in Q1 2025, an estimated $101K.
  • Strategic Investment Solutions first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Strategic Investment Solutions's Dimensional California Municipal Bond ETF position peaked at $103K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.