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

Root Financial Partners’s Portfolio DFCA Stock Details DFCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.61M	Buy
2025 Q2	$1.64M	Buy
2025 Q1	$1.27M	Buy
2024 Q4	$964K	Buy
2024 Q3	$823K	Buy
2024 Q2	$677K	Buy