UBS Group
DFCA icon

UBS Group’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

UBS Group’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
Q2 		– Sell
-28
Closed -$1.39K – 10345
2025
Q1 		$1.39K Sell
28
-94
-77% -$4.7K ﹤0.01% 9515
2024
Q4 		$6.11K Sell
122
-71
-37% -$3.58K ﹤0.01% 8593
2024
Q3 		$9.78K Hold
193
– – ﹤0.01% 7767
2024
Q2 		$9.66K Buy
193
+146
+311% +$7.32K ﹤0.01% 7734
2024
Q1 		$2.37K Buy
+47
New +$2.38K ﹤0.01% 7916

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
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

UBS Group's DFCA Position: Q2 2025 in Review

UBS Group sold out of Dimensional California Municipal Bond ETF (DFCA) in Q2 2025, closing a stake of 28 shares — an estimated $1.39K sold.

UBS Group first reported a position in DFCA in Q1 2024 and held it in 5 quarters. The position peaked at $9.78K in Q3 2024. 54 funds tracked by Wall St. Rank hold DFCA as of Q2 2025.

  • UBS Group reported no remaining Dimensional California Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 28 Dimensional California Municipal Bond ETF shares in Q2 2025, an estimated $1.39K.
  • UBS Group first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and held it in 5 quarters.
  • UBS Group's Dimensional California Municipal Bond ETF position peaked at $9.78K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.