ENVESTNET ASSET MANAGEMENT INC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1407543
Berwyn, PA
All Filings in DFCA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $271,433 | 5,445 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 DFCA | $233,596,760 | 4,740,194 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 DFCA | $219,428,763 | 4,423,967 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 DFCA | $213,991,377 | 4,275,552 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 DFCA | $197,894,807 | 3,904,791 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 DFCA | $178,051,377 | 3,555,339 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DFCA | $169,862,906 | 3,369,293 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFCA | $153,431,518 | 3,023,877 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFCA | $139,301,512 | 2,848,993 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||