FMB WEALTH MANAGEMENT DFCA Holdings History
FMB WEALTH MANAGEMENT's Dimensional California Municipal Bond ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held - shares of Dimensional California Municipal Bond ETF(DFCA), totaling N/A. This investment constitutes 0% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0% of the outstanding Dimensional California Municipal Bond ETF(DFCA) stock.
The initial trade took place in 2023Q4. And since then FMB WEALTH MANAGEMENT has made 5 purchases of DFCA, at an average price of $49.71, for a total of 12,458.00 shares. In addition, there have been 1 sales at an average price of $49.16 for 12,458.00 shares. Based on historical transaction data and DFCA's current price of $48.99, FMB WEALTH MANAGEMENT's estimated gain on his DFCA holdings is $-6,872.60, reflecting a -1.11% gain to date.
FMB WEALTH MANAGEMENT DFCA ($48.99) Holding Chart
FMB WEALTH MANAGEMENT DFCA ($48.99) 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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