Mercer Global 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 | $221M | Buy |
4,478,533
+277,036
| +7% | +$13.7M | 0.45% | 30 |
|
|
2025
Q1 | $208M | Buy |
4,201,497
+364,471
| +9% | +$18.1M | 0.48% | 34 |
|
|
2024
Q4 | $192M | Sell |
3,837,026
-620,447
| -14% | -$31.1M | 0.47% | 34 |
|
|
2024
Q3 | $226M | Buy |
4,457,473
+467,747
| +12% | +$23.7M | 0.53% | 34 |
|
|
2024
Q2 | $200M | Buy |
3,989,726
+278,965
| +8% | +$14M | 0.54% | 35 |
|
|
2024
Q1 | $187M | Buy |
3,710,761
+443,081
| +14% | +$22.3M | 0.53% | 37 |
|
|
2023
Q4 | $166M | Buy |
3,267,680
+366,577
| +13% | +$18.6M | 0.5% | 43 |
|
|
2023
Q3 | $142M | Buy |
+2,901,103
| New | +$142M | 0.54% | 40 |
|