IFP 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 | $98.7K | Buy |
2,003
+1,000
| +100% | +$49.3K | ﹤0.01% | 1644 |
|
|
2025
Q1 | $49.7K | Hold |
1,003
| – | – | ﹤0.01% | 1889 |
|
|
2024
Q4 | $50.2K | Hold |
1,003
| – | – | ﹤0.01% | 1834 |
|
|
2024
Q3 | $50.8K | Hold |
1,003
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q2 | $50.2K | Hold |
1,003
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q1 | $50.6K | Hold |
1,003
| – | – | ﹤0.01% | 1585 |
|
|
2023
Q4 | $50.9K | Sell |
1,003
-1,003
| -50% | -$50.9K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $98.1K | Buy |
+2,006
| New | +$98.1K | ﹤0.01% | 1262 |
|