TriaGen Wealth Management »

Dimensional California Municipal Bond ETF shares owned by TriaGen Wealth Management

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

Historical chart of TriaGen 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 TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional California Municipal Bond ETF by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 37k 50.68
2024-06-30 $1.1M 22k 50.08
2024-03-31 $743k 15k 50.42
2023-12-31 $249k 4.9k 50.74

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Gold Tr Ishares New (IAU)
Mastercard Incorporated Cl A (MA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Danaher Corporation (DHR)
Prologis (PLD)

View all positions for TriaGen Wealth 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