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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $743k 15k 50.42
2023-12-31 $249k 4.9k 50.74

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View all positions for TriaGen Wealth Management

Top funds holding Dimensional California Municipal Bond ETF

Mercer Global Advisors
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Jane Street
TriaGen Wealth Management
True Link Financial Advisors
CI Private Wealth
Tortoise Investment Management
First National Bank Sioux Falls
Rsm Us Wealth Management
RAM Investment Partners
Red Lighthouse Investment Management
HighTower Advisors
Signature Resources Capital Management
IFP Advisors

View all funds holding Dimensional California Municipal Bond ETF