EP Wealth Advisors’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	$791K	Buy	+16,057	New	+$791K	0.01%	630
2025 Q1	–	Sell	-7,706	Closed	-$386K	–	1306
2024 Q4	$386K	Buy	+7,706	New	+$386K	﹤0.01%	774