TLFA
True Link Financial Advisors’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 | $656K | Sell |
13,310
-550
| -4% | -$27.1K | 0.05% | 42 |
|
|
2025
Q1 | $687K | Buy |
13,860
+750
| +6% | +$37.2K | 0.05% | 42 |
|
|
2024
Q4 | $656K | Buy |
13,110
+1,160
| +10% | +$58.1K | 0.06% | 32 |
|
|
2024
Q3 | $606K | Hold |
11,950
| – | – | 0.05% | 35 |
|
|
2024
Q2 | $598K | Buy |
11,950
+250
| +2% | +$12.5K | 0.06% | 35 |
|
|
2024
Q1 | $590K | Buy |
+11,700
| New | +$590K | 0.06% | 36 |
|