RLIM
Red Lighthouse Investment Management’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 | $354K | Buy |
7,174
+726
| +11% | +$35.8K | 0.14% | 53 |
|
|
2025
Q1 | $325K | Buy |
6,448
+450
| +8% | +$22.7K | 0.13% | 54 |
|
|
2024
Q4 | $300K | Sell |
5,998
-39
| -0.6% | -$1.95K | 0.12% | 58 |
|
|
2024
Q3 | $306K | Sell |
6,037
-411
| -6% | -$20.8K | 0.12% | 58 |
|
|
2024
Q2 | $323K | Hold |
6,448
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $325K | Buy |
6,448
+1,481
| +30% | +$74.7K | 0.13% | 55 |
|
|
2023
Q4 | $252K | Buy |
+4,967
| New | +$252K | 0.11% | 62 |
|