CWM »

Dimensional California Municipal Bond ETF shares owned by CWM

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

Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional California Municipal Bond ETF by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 674 50.45

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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