Root Financial Partners LLC Acquires 43,902 Shares of Dimensional California Municipal Bond ETF $DFCA

Root Financial Partners LLC lifted its holdings in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 68.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 107,819 shares of the company’s stock after buying an additional 43,902 shares during the period. Root Financial Partners LLC owned about 1.00% of Dimensional California Municipal Bond ETF worth $5,140,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Apella Capital LLC raised its position in Dimensional California Municipal Bond ETF by 142.6% during the third quarter. Apella Capital LLC now owns 25,666 shares of the company’s stock valued at $1,223,000 after buying an additional 15,087 shares during the period. Citrine Capital LLC lifted its stake in Dimensional California Municipal Bond ETF by 34.7% in the 1st quarter. Citrine Capital LLC now owns 787,340 shares of the company’s stock worth $39,249,000 after acquiring an additional 202,677 shares in the last quarter. Foundry Financial LLC lifted its stake in Dimensional California Municipal Bond ETF by 42.3% in the 1st quarter. Foundry Financial LLC now owns 30,953 shares of the company’s stock worth $1,543,000 after acquiring an additional 9,199 shares in the last quarter. Parallel Advisors LLC lifted its stake in Dimensional California Municipal Bond ETF by 103.2% in the 1st quarter. Parallel Advisors LLC now owns 19,157 shares of the company’s stock worth $955,000 after acquiring an additional 9,729 shares in the last quarter. Finally, 3 Factor Indexing LLC purchased a new stake in Dimensional California Municipal Bond ETF in the 2nd quarter worth about $170,000.

Dimensional California Municipal Bond ETF Stock Performance

Shares of NYSEARCA DFCA opened at $48.63 on Friday. Dimensional California Municipal Bond ETF has a one year low of $47.30 and a one year high of $50.78. The business has a 50-day moving average price of $48.59 and a two-hundred day moving average price of $49.49.

About Dimensional California Municipal Bond ETF

The Dimensional California Municipal Bond ETF (DFCA) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that targets investment grade municipal securities that are exempt from federal and California state income tax. These securities have intermediate-term maturities in nature. DFCA was launched on Jun 26, 2023 and is managed by Dimensional.