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Dimensional California Municipal Bond ETF shares owned by Elmwood Wealth Management

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

Historical chart of Elmwood 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 Elmwood 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 63k 49.83
2025-06-30 $2.7M 54k 49.28
2025-03-31 $2.1M 41k 49.60
2024-12-31 $880k 18k 50.05

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Innovator Etfs Trust Innovator Deepw (LOUP)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Elmwood Wealth Management

Top funds holding Dimensional California Municipal Bond ETF

Mercer Global Advisors
HighTower Advisors
Citrine Capital
Savvy Advisors
One Degree Advisors
Signature Resources Capital Management
Wealth Enhancement Advisory Services
Elmwood Wealth Management
Root Financial Partners
TriaGen Wealth Management
One Capital Management
Integrated Wealth Concepts
Commonwealth Equity Services
Savant Capital Management
Susquehanna International

View all funds holding Dimensional California Municipal Bond ETF