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WESPAC Advisors SoCal’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

WESPAC Advisors SoCal’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 		$376K Sell
7,495
-7,075
-49% -$354K 0.07% 103
2026
Q1 		$726K Sell
14,570
-3,718
-20% -$187K 0.15% 84
2025
Q4 		$916K Buy
18,288
+2,879
+19% +$144K 0.18% 78
2025
Q3 		$768K Buy
+15,409
New +$761K 0.16% 84

Other funds holding DFCA

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

WESPAC Advisors SoCal's DFCA Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 49% in Q2 2026, selling an estimated $354K and leaving 7,495 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #103.

WESPAC Advisors SoCal first reported a position in DFCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $916K in Q4 2025. 19 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • WESPAC Advisors SoCal held 7,495 shares of Dimensional California Municipal Bond ETF worth $376K as of Q2 2026.
  • WESPAC Advisors SoCal sold 7,075 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $354K.
  • Dimensional California Municipal Bond ETF made up 0.07% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #103 holding.
  • WESPAC Advisors SoCal first reported a position in Dimensional California Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • WESPAC Advisors SoCal's Dimensional California Municipal Bond ETF position peaked at $916K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.