TriaGen Wealth Management LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1843848
Calabasas, CA
All Filings in DFCA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $3,293,888 | 66,076 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 DFCA | $2,677,076 | 53,456 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 DFCA | $2,382,830 | 47,824 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 DFCA | $1,931,677 | 39,198 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 DFCA | $1,939,806 | 39,109 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 DFCA | $1,970,068 | 39,362 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 DFCA | $1,896,546 | 37,422 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 DFCA | $1,082,078 | 21,607 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 DFCA | $743,419 | 14,746 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 DFCA | $249,387 | 4,915 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||