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Dimensional California Municipal Bond ETF shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment 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 Tortoise Investment 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $566k 11k 50.42
2023-12-31 $499k 9.8k 50.74
2023-09-30 $326k 6.7k 48.90

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Nuveen Mun Value Fd 2 (NUW)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Tortoise Investment 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