EverSource Wealth Advisors’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
$24.9K Buy
505
+4
+0.8% +$197 ﹤0.01% 2119
2025
Q1
$24.9K Buy
+501
New +$24.9K ﹤0.01% 1573