Roberts Wealth Advisors, LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1885319
PALO ALTO, CA
All Filings in DFCA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $426,167 | 8,549 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 DFCA | $422,524 | 8,437 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 DFCA | $420,373 | 8,437 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 DFCA | $415,775 | 8,437 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 DFCA | $504,680 | 10,175 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||