Corient Private Wealth
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Corient Private Wealth’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Corient Private Wealth’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
Q2 		$257K Hold
2025
Q1 		$258K Buy
2024
Q4 		$260K Buy
2024
Q3 		$261K Sell
2024
Q2 		$281K Sell
2024
Q1 		$540K Buy
2023
Q4 		$517K Buy