RAM Investment Partners LLC Reduces Stock Holdings in Dimensional California Municipal Bond ETF $DFCA

RAM Investment Partners LLC lowered its stake in shares of Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 38.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,326 shares of the company’s stock after selling 5,258 shares during the quarter. RAM Investment Partners LLC owned approximately 0.09% of Dimensional California Municipal Bond ETF worth $410,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Willow Creek Wealth Management Inc. grew its position in shares of Dimensional California Municipal Bond ETF by 167.9% in the 2nd quarter. Willow Creek Wealth Management Inc. now owns 13,850 shares of the company’s stock valued at $683,000 after buying an additional 8,680 shares during the last quarter. IFP Advisors Inc lifted its position in Dimensional California Municipal Bond ETF by 99.7% in the second quarter. IFP Advisors Inc now owns 2,003 shares of the company’s stock valued at $99,000 after acquiring an additional 1,000 shares during the last quarter. Regatta Capital Group LLC acquired a new position in Dimensional California Municipal Bond ETF in the second quarter valued at $268,000. Kaizen Financial Strategies purchased a new position in shares of Dimensional California Municipal Bond ETF during the second quarter worth about $232,000. Finally, Atria Wealth Solutions Inc. purchased a new position in shares of Dimensional California Municipal Bond ETF during the first quarter worth about $252,000.

Dimensional California Municipal Bond ETF Trading Down 0.0%

DFCA opened at $50.16 on Friday. Dimensional California Municipal Bond ETF has a one year low of $47.87 and a one year high of $50.93. The business’s 50-day simple moving average is $50.00 and its 200-day simple moving average is $49.48.

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.