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Dimensional California Municipal Bond ETF shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $791k 16k 49.28
2024-12-31 $386k 7.7k 50.05

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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