FMB Wealth Management’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 | – | Sell |
-12,458
| Closed | -$618K | – | 85 |
|
|
2025
Q1 | $618K | Hold |
12,458
| – | – | 0.34% | 42 |
|
|
2024
Q4 | $624K | Buy |
12,458
+428
| +4% | +$21.4K | 0.35% | 44 |
|
|
2024
Q3 | $610K | Buy |
12,030
+62
| +0.5% | +$3.14K | 0.34% | 43 |
|
|
2024
Q2 | $599K | Buy |
11,968
+840
| +8% | +$42.1K | 0.46% | 41 |
|
|
2024
Q1 | $561K | Buy |
11,128
+968
| +10% | +$48.8K | 0.45% | 40 |
|
|
2023
Q4 | $516K | Buy |
+10,160
| New | +$516K | 0.47% | 39 |
|