Wealth Enhancement Advisory Services’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 | $3.26M | Buy |
66,137
+409
| +0.6% | +$20.2K | 0.01% | 1102 |
|
|
2025
Q1 | $3.26M | Buy |
65,728
+8,978
| +16% | +$445K | 0.01% | 1007 |
|
|
2024
Q4 | $2.84M | Buy |
56,750
+17,082
| +43% | +$855K | 0.01% | 1018 |
|
|
2024
Q3 | $2.01M | Buy |
39,668
+18,335
| +86% | +$929K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $1.07M | Buy |
21,333
+268
| +1% | +$13.4K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $1.06M | Buy |
+21,065
| New | +$1.06M | ﹤0.01% | 1216 |
|