Commonwealth Equity Services’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Buy
54,671
+2,003
+4% +$98.7K ﹤0.01% 1762
2025
Q1
$2.61M Buy
52,668
+1,215
+2% +$60.3K ﹤0.01% 1720
2024
Q4
$2.58M Buy
51,453
+4,322
+9% +$216K ﹤0.01% 1690
2024
Q3
$2.39M Buy
47,131
+1,593
+3% +$80.7K ﹤0.01% 1698
2024
Q2
$2.28M Sell
45,538
-645
-1% -$32.3K ﹤0.01% 1701
2024
Q1
$2.33M Buy
46,183
+574
+1% +$28.9K ﹤0.01% 1677
2023
Q4
$2.31M Buy
+45,609
New +$2.31M ﹤0.01% 1597