WUW
DFCA icon

Wheels Up Wealth’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Wheels Up Wealth’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 		$246K Hold
4,902
– – 0.21% 23
2026
Q1 		$244K Sell
4,902
-222
-4% -$11.2K 0.23% 23
2025
Q4 		$257K Buy
+5,124
New +$257K 0.24% 24

Other funds holding DFCA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Wheels Up Wealth's DFCA Position: Q2 2026 in Review

Wheels Up Wealth held its Dimensional California Municipal Bond ETF (DFCA) position steady in Q2 2026 at 4,902 shares worth $246K. The position accounts for 0.21% of the portfolio, ranked #23.

Wheels Up Wealth first reported a position in DFCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q4 2025. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

  • Wheels Up Wealth held 4,902 shares of Dimensional California Municipal Bond ETF worth $246K as of Q2 2026.
  • Wheels Up Wealth left its Dimensional California Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional California Municipal Bond ETF made up 0.21% of Wheels Up Wealth's portfolio in Q2 2026, its #23 holding.
  • Wheels Up Wealth first reported a position in Dimensional California Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wheels Up Wealth's Dimensional California Municipal Bond ETF position peaked at $257K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.