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Dimensional California Municipal Bond ETF shares owned by Life Planning Partners

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

Historical chart of Life Planning Partners investment in Dimensional California Municipal Bond ETF

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0011.991995M1.9919955M1.991996M1.9919965M1.991997M99.699k99.6995k99.7k99.7005k99.701k
Value ($)Share countHistorical DFCA position of Life Planning Partners Source: stockzoa.comValue ($)Share count

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All positions including Dimensional California Municipal Bond ETF held by Life Planning Partners 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 Life Planning Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 100k 19.98

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Life Planning Partners

Top funds holding Dimensional California Municipal Bond ETF

Envestnet Asset Management
Mercer Global Advisors
HighTower Advisors
Citrine Capital
Jane Street
Life Planning Partners
One Degree Advisors
Susquehanna International
Commonwealth Equity Services
Wealth Enhancement Advisory Services
TriaGen Wealth Management
Savant Capital Management
Old Mission Capital
Root Financial Partners
Flow Traders US

View all funds holding Dimensional California Municipal Bond ETF