UBS Group
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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
2026
Q3 		$12K Buy
+251
New +$12.4K ﹤0.01% 8938
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 		$9.8K Hold
193
– – ﹤0.01% 7767
2024
Q2 		$9.7K 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

Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

UBS Group's DFCA Position: Q3 2026 in Review

UBS Group opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q3 2026: 251 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #8938 among its holdings. This is a return to the name: UBS Group previously reported a position in DFCA as recently as Q1 2025.

UBS Group first reported a position in DFCA in Q1 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • UBS Group held 251 shares of Dimensional California Municipal Bond ETF worth $12K as of Q3 2026.
  • Dimensional California Municipal Bond ETF was a new UBS Group position in Q3 2026.
  • Dimensional California Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8938 holding.
  • UBS Group first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.