True Link Financial Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

True Link Financial 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 Q1	$664K	Hold	13,310	–	–	0.04%	38
2025 Q4	$667K	Hold	13,310	–	–	0.04%	50
2025 Q3	$663K	Hold	13,310	–	–	0.04%	46
2025 Q2	$656K	Sell	13,310 -550	-4%	-$27K	0.05%	42
2025 Q1	$687K	Buy	13,860 +750	+6%	+$37.5K	0.05%	42
2024 Q4	$656K	Buy	13,110 +1,160	+10%	+$58.5K	0.06%	32
2024 Q3	$606K	Hold	11,950	–	–	0.05%	35
2024 Q2	$598K	Buy	11,950 +250	+2%	+$12.5K	0.06%	35
2024 Q1	$590K	Buy	+11,700	New	+$592K	0.06%	36

Other funds holding DFCA

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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 $400M AUM 39.13% 1-Year Est. Return

True Link Financial Advisors's DFCA Position: Q1 2026 in Review

True Link Financial Advisors held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q1 2026 at 13,310 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #38.

True Link Financial Advisors first reported a position in DFCA in Q1 2024 and has held it in 9 quarters since. The position peaked at $687K in Q1 2025. 74 funds tracked by Wall St. Rank hold DFCA as of Q1 2026.

True Link Financial Advisors held 13,310 shares of Dimensional California Municipal Bond ETF worth $664K as of Q1 2026.
True Link Financial Advisors left its Dimensional California Municipal Bond ETF share count unchanged in Q1 2026.
Dimensional California Municipal Bond ETF made up 0.04% of True Link Financial Advisors's portfolio in Q1 2026, its #38 holding.
True Link Financial Advisors first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
True Link Financial Advisors's Dimensional California Municipal Bond ETF position peaked at $687K in Q1 2025.
74 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.