Root Financial Partners LLC Has $964,000 Position in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA)

Root Financial Partners LLC raised its holdings in shares of Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 18.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,255 shares of the company’s stock after purchasing an additional 3,010 shares during the quarter. Root Financial Partners LLC owned 0.36% of Dimensional California Municipal Bond ETF worth $964,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Life Planning Partners Inc bought a new stake in shares of Dimensional California Municipal Bond ETF during the fourth quarter worth about $4,990,000. FMB Wealth Management boosted its stake in Dimensional California Municipal Bond ETF by 3.6% during the 4th quarter. FMB Wealth Management now owns 12,458 shares of the company’s stock valued at $624,000 after purchasing an additional 428 shares during the last quarter. Savant Capital LLC acquired a new position in Dimensional California Municipal Bond ETF during the 4th quarter valued at about $1,745,000. RAM Investment Partners LLC increased its holdings in Dimensional California Municipal Bond ETF by 18.6% during the 4th quarter. RAM Investment Partners LLC now owns 8,144 shares of the company’s stock worth $408,000 after purchasing an additional 1,275 shares in the last quarter. Finally, Citrine Capital LLC purchased a new stake in shares of Dimensional California Municipal Bond ETF in the fourth quarter worth approximately $10,201,000.

Dimensional California Municipal Bond ETF Stock Performance

DFCA stock opened at $50.05 on Friday. The stock’s 50 day moving average is $50.09 and its 200-day moving average is $50.36. Dimensional California Municipal Bond ETF has a twelve month low of $49.58 and a twelve month high of $51.02.

Dimensional California Municipal Bond ETF Profile

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.