PWM
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Perigon Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Perigon 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
2024
Q1 		– Sell
-8,000
Closed -$406K – 860
2023
Q4 		$406K Buy
+8,000
New +$396K 0.01% 559

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Perigon Wealth Management's DFCA Position: Q1 2024 in Review

Perigon Wealth Management sold out of Dimensional California Municipal Bond ETF (DFCA) in Q1 2024, closing a stake of 8,000 shares — an estimated $406K sold.

Perigon Wealth Management first reported a position in DFCA in Q4 2023 and held it in 1 quarter. The position peaked at $406K in Q4 2023. 24 funds tracked by Wall St. Rank hold DFCA as of Q1 2024.

  • Perigon Wealth Management reported no remaining Dimensional California Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 8,000 Dimensional California Municipal Bond ETF shares in Q1 2024, an estimated $406K.
  • Perigon Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Perigon Wealth Management's Dimensional California Municipal Bond ETF position peaked at $406K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q1 2024.

Based on Perigon Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.