Elmwood Wealth Management, Inc. DFCA Holdings History
Elmwood Wealth Management, Inc.'s Dimensional California Municipal Bond ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 41,390.00 shares of Dimensional California Municipal Bond ETF(DFCA), totaling $2.05 Mil. This investment constitutes 0.84% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.5% of the outstanding Dimensional California Municipal Bond ETF(DFCA) stock.
The initial trade took place in 2024Q4. And since then Elmwood Wealth Management, Inc. has made 2 purchases of DFCA, at an average price of $50.17, for a total of 41,390.00 shares. Based on historical transaction data and DFCA's current price of $49.24, Elmwood Wealth Management, Inc.'s estimated gain on his DFCA holdings is $-38,147.04, reflecting a -1.84% gain to date.
Elmwood Wealth Management, Inc. DFCA ($49.24) Holding Chart
Elmwood Wealth Management, Inc. DFCA ($49.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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