NWM
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Navigoe Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Navigoe Wealth Management’s Portfolio DFCA Stock Details DFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,990
Closed -$98K – 259
2025
Q2 		$98K Hold
1,990
– – 0.07% 50
2025
Q1 		$98K Hold
1,990
– – 0.08% 47
2024
Q4 		$99K Buy
+1,990
New +$100K 0.1% 49

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ODA
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SRCM
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EWM
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RFP
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TWM
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Navigoe Wealth Management's DFCA Position: Q3 2025 in Review

Navigoe Wealth Management sold out of Dimensional California Municipal Bond ETF (DFCA) in Q3 2025, closing a stake of 1,990 shares — an estimated $98K sold.

Navigoe Wealth Management first reported a position in DFCA in Q4 2024 and held it in 3 quarters. The position peaked at $99K in Q4 2024. 60 funds tracked by Wall St. Rank hold DFCA as of Q3 2025.

  • Navigoe Wealth Management reported no remaining Dimensional California Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 1,990 Dimensional California Municipal Bond ETF shares in Q3 2025, an estimated $98K.
  • Navigoe Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Navigoe Wealth Management's Dimensional California Municipal Bond ETF position peaked at $99K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2025.

Based on Navigoe Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.