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Willow Creek Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Willow Creek Wealth Management’s Portfolio DFCA Stock Details DFCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$683K Buy
13,850
+8,680
+168% +$428K 0.06% 83
2025
Q1 		$256K Buy
5,170
+186
+4% +$9.23K 0.03% 138
2024
Q4 		$249K Buy
4,984
+495
+11% +$24.8K 0.03% 137
2024
Q3 		$228K Buy
+4,489
New +$228K 0.02% 145