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Dimensional California Municipal Bond ETF shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $606k 12k 50.68
2024-06-30 $599k 12k 50.08
2024-03-31 $590k 12k 50.42

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

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