RAM Investment Partners’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 | $410K | Sell |
8,326
-5,258
| -39% | -$259K | 0.09% | 65 |
|
|
2025
Q1 | $674K | Buy |
13,584
+5,440
| +67% | +$270K | 0.17% | 41 |
|
|
2024
Q4 | $408K | Buy |
8,144
+1,275
| +19% | +$63.8K | 0.1% | 61 |
|
|
2024
Q3 | $348K | Buy |
6,869
+302
| +5% | +$15.3K | 0.09% | 62 |
|
|
2024
Q2 | $329K | Buy |
6,567
+975
| +17% | +$48.8K | 0.1% | 60 |
|
|
2024
Q1 | $282K | Buy |
5,592
+237
| +4% | +$11.9K | 0.09% | 62 |
|
|
2023
Q4 | $272K | Buy |
+5,355
| New | +$272K | 0.09% | 49 |
|