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Choreo LLC’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Choreo LLC’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
2024
Q4 		– Sell
-6,626
Closed -$336K – 1643
2024
Q3 		$336K Hold
6,626
– – ﹤0.01% 1140
2024
Q2 		$332K Hold
6,626
– – 0.01% 1044
2024
Q1 		$334K Buy
+6,626
New +$335K 0.01% 501

Other funds holding DFCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return

Choreo LLC's DFCA Position: Q4 2024 in Review

Choreo LLC sold out of Dimensional California Municipal Bond ETF (DFCA) in Q4 2024, closing a stake of 6,626 shares — an estimated $336K sold.

Choreo LLC first reported a position in DFCA in Q1 2024 and held it in 3 quarters. The position peaked at $336K in Q3 2024. 50 funds tracked by Wall St. Rank hold DFCA as of Q4 2024.

  • Choreo LLC reported no remaining Dimensional California Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Choreo LLC sold 6,626 Dimensional California Municipal Bond ETF shares in Q4 2024, an estimated $336K.
  • Choreo LLC first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • Choreo LLC's Dimensional California Municipal Bond ETF position peaked at $336K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q4 2024.

Based on Choreo LLC's 13F filing for Q4 2024, filed 27 Jan 2025.