UBS Group’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 | – | Sell |
-28
| Closed | -$1.39K | – | 8980 |
|
|
2025
Q1 | $1.39K | Sell |
28
-94
| -77% | -$4.66K | ﹤0.01% | 8197 |
|
|
2024
Q4 | $6.11K | Sell |
122
-71
| -37% | -$3.55K | ﹤0.01% | 7355 |
|
|
2024
Q3 | $9.78K | Hold |
193
| – | – | ﹤0.01% | 6557 |
|
|
2024
Q2 | $9.67K | Buy |
193
+146
| +311% | +$7.31K | ﹤0.01% | 6579 |
|
|
2024
Q1 | $2.37K | Buy |
+47
| New | +$2.37K | ﹤0.01% | 6743 |
|