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Dimensional California Municipal Bond ETF shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Dimensional California Municipal Bond ETF (DFCA) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $170M 3.4M 50.42
2023-09-30 $139M 2.8M 48.90

More positions owned by Envestnet Asset Management

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Ishares Tr Core Total Usd (IUSB)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

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