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Dimensional California Municipal Bond ETF shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth 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 Angeles Wealth 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $102k 2.0k 50.68
2024-06-30 $100k 2.0k 50.08
2024-03-31 $101k 2.0k 50.42

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr National Mun Etf (MUB)
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Msci World Etf (URTH)

View all positions for Angeles Wealth Management

Top funds holding Dimensional California Municipal Bond ETF

Mercer Global Advisors
Envestnet Asset Management
HighTower Advisors
One Degree Advisors
Commonwealth Equity Services
TriaGen Wealth Management
Goldman Sachs Group
Jane Street
Wealth Enhancement Advisory Services
Root Financial Partners
Fmb Wealth Management
True Link Financial Advisors
First National Bank Sioux Falls
One Capital Management
Signature Resources Capital Management

View all funds holding Dimensional California Municipal Bond ETF