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Dimensional California Municipal Bond ETF shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $646k 13k 49.85

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Top funds holding Dimensional California Municipal Bond ETF

Mercer Global Advisors
HighTower Advisors
Citrine Capital
Savvy Advisors
One Degree Advisors
Elmwood Wealth Management
Signature Resources Capital Management
Root Financial Partners
TriaGen Wealth Management
One Capital Management
Vise Technologies
Commonwealth Equity Services
Susquehanna International
Foundry Financial
Savant Capital Management

View all funds holding Dimensional California Municipal Bond ETF