Root Financial Partners’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Buy	33,291 +7,753	+30%	+$382K	0.16%	51
2025 Q1	$1.27M	Buy	25,538 +6,283	+33%	+$312K	0.14%	56
2024 Q4	$964K	Buy	19,255 +3,010	+19%	+$151K	0.12%	60
2024 Q3	$823K	Buy	16,245 +2,724	+20%	+$138K	0.13%	58
2024 Q2	$677K	Buy	+13,521	New	+$677K	0.16%	52