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Whitaker-Myers Wealth Managers’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Whitaker-Myers Wealth Managers’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 		$249K Buy
+5,217
New +$257K 0.04% 111

Other funds holding DFCA

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's DFCA Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Dimensional California Municipal Bond ETF (DFCA) in Q3 2026: 5,217 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings.

6 funds tracked by Wall St. Rank hold DFCA as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 5,217 shares of Dimensional California Municipal Bond ETF worth $249K as of Q3 2026.
  • Dimensional California Municipal Bond ETF was a new Whitaker-Myers Wealth Managers position in Q3 2026.
  • Dimensional California Municipal Bond ETF made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #111 holding.
  • 6 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.