Envestnet Asset Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234M | Buy |
4,740,194
+316,227
| +7% | +$15.6M | 0.07% | 269 |
|
|
2025
Q1 | $219M | Buy |
4,423,967
+148,415
| +3% | +$7.36M | 0.07% | 271 |
|
|
2024
Q4 | $214M | Buy |
4,275,552
+370,761
| +9% | +$18.6M | 0.07% | 258 |
|
|
2024
Q3 | $198M | Buy |
3,904,791
+349,452
| +10% | +$17.7M | 0.06% | 281 |
|
|
2024
Q2 | $178M | Buy |
3,555,339
+186,046
| +6% | +$9.32M | 0.06% | 284 |
|
|
2024
Q1 | $170M | Buy |
3,369,293
+345,416
| +11% | +$17.4M | 0.06% | 288 |
|
|
2023
Q4 | $153M | Buy |
3,023,877
+174,884
| +6% | +$8.87M | 0.06% | 293 |
|
|
2023
Q3 | $139M | Buy |
+2,848,993
| New | +$139M | 0.06% | 293 |
|