Fiduciary Financial Group’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	$709K	Hold	14,384	–	–	0.13%	103
2025 Q1	$701K	Buy	14,384 +7,179	+100%	+$350K	0.15%	98
2024 Q4	$359K	Buy	7,205 +1,869	+35%	+$93.1K	0.08%	152
2024 Q3	$270K	Hold	5,336	–	–	0.06%	221
2024 Q2	$268K	Buy	+5,336	New	+$268K	0.06%	214