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CoreFirst Bank & Trust’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

CoreFirst Bank & Trust’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
2025
Q1 		– Sell
-380
Closed -$19K – 170
2024
Q4 		$19K Hold
380
– – 0.01% 265
2024
Q3 		$19.3K Buy
+380
New +$19.2K 0.01% 266
2024
Q2 		– Sell
-1,032
Closed -$52K – 178
2024
Q1 		$52K Buy
+1,032
New +$52.2K 0.03% 216

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
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $4.41B AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CoreFirst Bank & Trust's DFCA Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2025, closing a stake of 380 shares — an estimated $19K sold.

CoreFirst Bank & Trust first reported a position in DFCA in Q1 2024 and held it in 3 quarters. The position peaked at $52K in Q1 2024. 48 funds tracked by Wall St. Rank hold DFCA as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 380 Dimensional California Municipal Bond ETF shares in Q1 2025, an estimated $19K.
  • CoreFirst Bank & Trust first reported a position in Dimensional California Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • CoreFirst Bank & Trust's Dimensional California Municipal Bond ETF position peaked at $52K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.