TriaGen Wealth Management’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 | $1.93M | Buy |
39,198
+89
| +0.2% | +$4.39K | 0.59% | 54 |
|
|
2025
Q1 | $1.94M | Sell |
39,109
-253
| -0.6% | -$12.5K | 0.68% | 45 |
|
|
2024
Q4 | $1.97M | Buy |
39,362
+1,940
| +5% | +$97.1K | 0.66% | 41 |
|
|
2024
Q3 | $1.9M | Buy |
37,422
+15,815
| +73% | +$802K | 0.64% | 42 |
|
|
2024
Q2 | $1.08M | Buy |
21,607
+6,861
| +47% | +$344K | 0.42% | 65 |
|
|
2024
Q1 | $743K | Buy |
14,746
+9,831
| +200% | +$496K | 0.31% | 73 |
|
|
2023
Q4 | $249K | Buy |
+4,915
| New | +$249K | 0.12% | 141 |
|