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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
2024-09-30 $261k 5.1k 50.68
2024-06-30 $281k 5.6k 50.08
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
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