WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1632972
PLYMOUTH, MN
All Filings in DFCA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $1,438,770 | 28,862 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 DFCA | $4,234,864 | 84,562 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 DFCA | $3,999,751 | 80,276 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 DFCA | $3,259,231 | 66,137 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 DFCA | $3,260,108 | 65,728 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 DFCA | $2,840,337 | 56,750 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 DFCA | $2,010,374 | 39,668 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 DFCA | $1,068,356 | 21,333 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 DFCA | $1,061,991 | 21,065 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||