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
2026 Q2	$3.21M	Sell	63,917 -8,300	-11%	-$416K	0.12%	51
2026 Q1	$3.6M	Buy	72,217 +18,046	+33%	+$909K	0.17%	43
2025 Q4	$2.71M	Buy	54,171 +1,813	+3%	+$90.8K	0.14%	46
2025 Q3	$2.61M	Buy	52,358 +19,067	+57%	+$942K	0.16%	43
2025 Q2	$1.64M	Buy	33,291 +7,753	+30%	+$381K	0.16%	51
2025 Q1	$1.27M	Buy	25,538 +6,283	+33%	+$314K	0.14%	56
2024 Q4	$964K	Buy	19,255 +3,010	+19%	+$152K	0.12%	60
2024 Q3	$823K	Buy	16,245 +2,724	+20%	+$138K	0.13%	58
2024 Q2	$677K	Buy	+13,521	New	+$678K	0.16%	52

Other funds holding DFCA

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Root Financial Partners's DFCA Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional California Municipal Bond ETF (DFCA) stake by 11% in Q2 2026, selling an estimated $416K and leaving 63,917 shares worth $3.21M. The position accounts for 0.12% of the portfolio, ranked #51.

Root Financial Partners first reported a position in DFCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q1 2026. 83 funds tracked by Wall St. Rank hold DFCA as of Q2 2026.

Root Financial Partners held 63,917 shares of Dimensional California Municipal Bond ETF worth $3.21M as of Q2 2026.
Root Financial Partners sold 8,300 Dimensional California Municipal Bond ETF shares in Q2 2026, an estimated $416K.
Dimensional California Municipal Bond ETF made up 0.12% of Root Financial Partners's portfolio in Q2 2026, its #51 holding.
Root Financial Partners first reported a position in Dimensional California Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Root Financial Partners's Dimensional California Municipal Bond ETF position peaked at $3.6M in Q1 2026.
83 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.