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Dimensional California Municipal Bond ETF shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group 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 Independent Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $259k 5.2k 49.85
2025-09-30 $459k 9.2k 49.82

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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
One Capital Management
Root Financial Partners
TriaGen Wealth Management
Vise Technologies
Jane Street
Integrated Wealth Concepts
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Mariner Wealth Advisors

View all funds holding Dimensional California Municipal Bond ETF