Wealth Enhancement Advisory Services’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Wealth Enhancement Advisory Services’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	$1.49M	Buy	29,721 +859	+3%	+$43K	﹤0.01%	1788
2026 Q1	$1.44M	Sell	28,862 -55,700	-66%	-$2.81M	﹤0.01%	1569
2025 Q4	$4.24M	Buy	84,562 +4,286	+5%	+$215K	0.01%	1102
2025 Q3	$4.01M	Buy	80,276 +14,139	+21%	+$699K	0.01%	1062
2025 Q2	$3.26M	Buy	66,137 +409	+0.6%	+$20.1K	0.01%	1104
2025 Q1	$3.26M	Buy	65,728 +8,978	+16%	+$449K	0.01%	1009
2024 Q4	$2.84M	Buy	56,750 +17,082	+43%	+$861K	0.01%	1020
2024 Q3	$2.01M	Buy	39,668 +18,335	+86%	+$926K	﹤0.01%	1044
2024 Q2	$1.07M	Buy	21,333 +268	+1%	+$13.4K	﹤0.01%	1250
2024 Q1	$1.06M	Buy	+21,065	New	+$1.07M	﹤0.01%	1216

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

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFCA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional California Municipal Bond ETF (DFCA) stake by 3% in Q2 2026, buying an estimated $43K and bringing the position to 29,721 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Wealth Enhancement Advisory Services first reported a position in DFCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.24M in Q4 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

Wealth Enhancement Advisory Services held 29,721 shares of Dimensional California Municipal Bond ETF worth $1.49M as of Q2 2026.
Wealth Enhancement Advisory Services bought 859 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $43K.
Dimensional California Municipal Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1788 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Dimensional California Municipal Bond ETF position peaked at $4.24M in Q4 2025.
83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.