EWM
DFCA icon

Elmwood Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Elmwood Wealth Management’s Portfolio DFCA Stock Details DFCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Buy
54,090
+12,700
+31% +$626K 1.06% 38
2025
Q1 		$2.05M Buy
41,390
+23,810
+135% +$1.18M 0.84% 46
2024
Q4 		$880K Buy
+17,580
New +$880K 0.36% 79