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Dimensional California Municipal Bond ETF shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $198M 3.9M 50.68
2024-06-30 $178M 3.6M 50.08
2024-03-31 $170M 3.4M 50.42
2023-09-30 $139M 2.8M 48.90

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset 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