Root Financial Partners LLC Buys 19,067 Shares of Dimensional California Municipal Bond ETF $DFCA

Root Financial Partners LLC boosted its stake in shares of Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 57.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,358 shares of the company’s stock after purchasing an additional 19,067 shares during the quarter. Root Financial Partners LLC’s holdings in Dimensional California Municipal Bond ETF were worth $2,609,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Dimensional California Municipal Bond ETF by 21.4% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 80,276 shares of the company’s stock worth $4,009,000 after purchasing an additional 14,139 shares during the period. Lodestar Private Asset Management LLC grew its position in Dimensional California Municipal Bond ETF by 23.4% during the third quarter. Lodestar Private Asset Management LLC now owns 21,850 shares of the company’s stock worth $1,089,000 after buying an additional 4,145 shares in the last quarter. One Degree Advisors Inc grew its position in Dimensional California Municipal Bond ETF by 16.3% during the third quarter. One Degree Advisors Inc now owns 110,682 shares of the company’s stock worth $5,514,000 after buying an additional 15,526 shares in the last quarter. TriaGen Wealth Management LLC increased its stake in Dimensional California Municipal Bond ETF by 22.0% during the third quarter. TriaGen Wealth Management LLC now owns 47,824 shares of the company’s stock valued at $2,383,000 after acquiring an additional 8,626 shares during the period. Finally, WESPAC Advisors SoCal LLC acquired a new position in Dimensional California Municipal Bond ETF in the 3rd quarter valued at approximately $768,000.

Dimensional California Municipal Bond ETF Trading Up 0.0%

Shares of DFCA stock opened at $50.42 on Tuesday. Dimensional California Municipal Bond ETF has a 12 month low of $47.87 and a 12 month high of $50.44. The stock has a 50 day moving average of $50.14 and a two-hundred day moving average of $49.80.

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.