TriaGen Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

TriaGen Wealth 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	$3.57M	Buy	71,160 +5,084	+8%	+$255K	0.89%	19
2026 Q1	$3.29M	Buy	66,076 +12,620	+24%	+$636K	0.9%	19
2025 Q4	$2.68M	Buy	53,456 +5,632	+12%	+$282K	0.69%	30
2025 Q3	$2.38M	Buy	47,824 +8,626	+22%	+$426K	0.62%	43
2025 Q2	$1.93M	Buy	39,198 +89	+0.2%	+$4.38K	0.59%	54
2025 Q1	$1.94M	Sell	39,109 -253	-0.6%	-$12.7K	0.68%	45
2024 Q4	$1.97M	Buy	39,362 +1,940	+5%	+$97.8K	0.66%	41
2024 Q3	$1.9M	Buy	37,422 +15,815	+73%	+$798K	0.64%	42
2024 Q2	$1.08M	Buy	21,607 +6,861	+47%	+$344K	0.42%	65
2024 Q1	$743K	Buy	14,746 +9,831	+200%	+$498K	0.31%	73
2023 Q4	$249K	Buy	+4,915	New	+$244K	0.12%	141

Other funds holding DFCA

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

TriaGen Wealth Management's DFCA Position: Q2 2026 in Review

TriaGen Wealth Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 7.7% in Q2 2026, buying an estimated $255K and bringing the position to 71,160 shares worth $3.57M. The position accounts for 0.89% of the portfolio, ranked #19.

TriaGen Wealth Management first reported a position in DFCA in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

TriaGen Wealth Management held 71,160 shares of Dimensional California Municipal Bond ETF worth $3.57M as of Q2 2026.
TriaGen Wealth Management bought 5,084 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $255K.
Dimensional California Municipal Bond ETF made up 0.89% of TriaGen Wealth Management's portfolio in Q2 2026, its #19 holding.
TriaGen Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.