Corient Private Wealth’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 | $257K | Hold |
5,207
| – | – | ﹤0.01% | 2176 |
|
|
2025
Q1 | $258K | Buy |
5,207
+15
| +0.3% | +$744 | ﹤0.01% | 1931 |
|
|
2024
Q4 | $260K | Buy |
5,192
+51
| +1% | +$2.55K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $261K | Sell |
5,141
-460
| -8% | -$23.3K | ﹤0.01% | 2052 |
|
|
2024
Q2 | $281K | Sell |
5,601
-5,113
| -48% | -$256K | ﹤0.01% | 1944 |
|
|
2024
Q1 | $540K | Buy |
10,714
+534
| +5% | +$26.9K | ﹤0.01% | 1586 |
|
|
2023
Q4 | $517K | Buy |
+10,180
| New | +$517K | ﹤0.01% | 1591 |
|