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Dimensional California Municipal Bond ETF shares owned by CI Private Wealth

Quarter-by-quarter ownership of Dimensional California Municipal Bond ETF (DFCA) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Dimensional California Municipal Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Dimensional California Municipal Bond ETF held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional California Municipal Bond ETF by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $540k 11k 50.41
2023-12-31 $517k 10k 50.74

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Top funds holding Dimensional California Municipal Bond ETF

Mercer Global Advisors
Envestnet Asset Management
HighTower Advisors
Jane Street
Commonwealth Equity Services
Wealth Enhancement Advisory Services
TriaGen Wealth Management
True Link Financial Advisors
Tortoise Investment Management
CI Private Wealth
First National Bank Sioux Falls
Rsm Us Wealth Management
Red Lighthouse Investment Management
RAM Investment Partners
Jpmorgan Chase & Co

View all funds holding Dimensional California Municipal Bond ETF