Envestnet Asset Management
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Envestnet Asset Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Envestnet Asset Management’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 		$234M Buy
2025
Q1 		$219M Buy
2024
Q4 		$214M Buy
2024
Q3 		$198M Buy
2024
Q2 		$178M Buy
2024
Q1 		$170M Buy
2023
Q4 		$153M Buy
2023
Q3 		$139M Buy