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Roberts Wealth Advisors’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Roberts Wealth Advisors’s Portfolio DFCA Stock Details DFCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$416K Sell
8,437
-1,738
-17% -$85.6K 0.12% 78
2025
Q1 		$505K Buy
+10,175
New +$505K 0.16% 77