AWM
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Angeles Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Angeles Wealth Management’s Portfolio DFCA Stock Details DFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,002
Closed -$100K – 373
2024
Q4 		$100K Hold
2,002
– – 0.01% 322
2024
Q3 		$101K Hold
2,002
– – 0.01% 286
2024
Q2 		$100K Hold
2,002
– – 0.01% 248
2024
Q1 		$101K Buy
+2,002
New +$101K 0.01% 239