FIDUCIARY FINANCIAL GROUP, LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1925420
SAN RAFAEL, CA
All Filings in DFCA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $518,290 | 10,397 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 DFCA | $520,681 | 10,397 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 DFCA | $518,030 | 10,397 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 DFCA | $708,843 | 14,384 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 DFCA | $713,446 | 14,384 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 DFCA | $360,610 | 7,205 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 DFCA | $270,428 | 5,336 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 DFCA | $267,226 | 5,336 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||