Citrine Capital LLC Boosts Position in Dimensional California Municipal Bond ETF $DFCA

Citrine Capital LLC increased its stake in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 3.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 717,136 shares of the company’s stock after acquiring an additional 25,957 shares during the quarter. Dimensional California Municipal Bond ETF accounts for approximately 16.5% of Citrine Capital LLC’s portfolio, making the stock its 2nd largest position. Citrine Capital LLC owned approximately 0.07% of Dimensional California Municipal Bond ETF worth $35,731,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. IFP Advisors Inc boosted its stake in Dimensional California Municipal Bond ETF by 99.7% during the second quarter. IFP Advisors Inc now owns 2,003 shares of the company’s stock worth $99,000 after acquiring an additional 1,000 shares in the last quarter. GAMMA Investing LLC acquired a new position in shares of Dimensional California Municipal Bond ETF during the third quarter valued at about $105,000. Brookstone Capital Management bought a new position in shares of Dimensional California Municipal Bond ETF during the 3rd quarter worth about $214,000. Pure Financial Advisors LLC acquired a new stake in shares of Dimensional California Municipal Bond ETF in the 3rd quarter valued at about $227,000. Finally, Kaizen Financial Strategies bought a new stake in Dimensional California Municipal Bond ETF in the 2nd quarter valued at about $232,000.

Dimensional California Municipal Bond ETF Stock Up 0.1%

DFCA stock opened at $50.11 on Friday. The stock’s 50 day simple moving average is $50.09 and its 200 day simple moving average is $49.72. Dimensional California Municipal Bond ETF has a fifty-two week low of $47.87 and a fifty-two week high of $50.43.

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. DFCA was launched on Jun 26, 2023 and is managed by Dimensional.