43,902 Dimensional California Municipal Bond ETF $DFCA Shares Purchased by Root Financial Partners LLC

Root Financial Partners LLC raised its stake in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 68.7% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 107,819 shares of the company’s stock after purchasing an additional 43,902 shares during the quarter. Root Financial Partners LLC’s holdings in Dimensional California Municipal Bond ETF were worth $5,140,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DFCA. Retirement Planning Group LLC acquired a new stake in shares of Dimensional California Municipal Bond ETF during the 3rd quarter valued at $223,000. Signature Resources Capital Management LLC grew its holdings in shares of Dimensional California Municipal Bond ETF by 2.8% during the 3rd quarter. Signature Resources Capital Management LLC now owns 112,675 shares of the company’s stock valued at $5,371,000 after acquiring an additional 3,102 shares in the last quarter. Elmwood Wealth Management Inc. increased its stake in shares of Dimensional California Municipal Bond ETF by 4.7% in the third quarter. Elmwood Wealth Management Inc. now owns 130,168 shares of the company’s stock worth $6,205,000 after acquiring an additional 5,800 shares during the last quarter. Citrine Capital LLC increased its stake in shares of Dimensional California Municipal Bond ETF by 8.5% in the third quarter. Citrine Capital LLC now owns 1,086,775 shares of the company’s stock worth $51,807,000 after acquiring an additional 85,205 shares during the last quarter. Finally, Kaizen Financial Strategies increased its stake in shares of Dimensional California Municipal Bond ETF by 39.3% in the third quarter. Kaizen Financial Strategies now owns 7,182 shares of the company’s stock worth $342,000 after acquiring an additional 2,028 shares during the last quarter.

Dimensional California Municipal Bond ETF Trading Up 0.7%

Shares of NYSEARCA:DFCA opened at $48.63 on Friday. Dimensional California Municipal Bond ETF has a 1 year low of $47.30 and a 1 year high of $50.78. The business has a fifty day simple moving average of $48.59 and a 200 day simple moving average 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.