Citrine Capital LLC Has $29.28 Million Stock Holdings in Dimensional California Municipal Bond ETF $DFCA

Citrine Capital LLC cut its stake in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 18.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 584,663 shares of the company’s stock after selling 132,473 shares during the period. Dimensional California Municipal Bond ETF accounts for approximately 13.6% of Citrine Capital LLC’s portfolio, making the stock its 3rd largest position. Citrine Capital LLC owned 4.79% of Dimensional California Municipal Bond ETF worth $29,280,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV raised its position in shares of Dimensional California Municipal Bond ETF by 16.7% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 5,228,419 shares of the company’s stock worth $260,506,000 after acquiring an additional 749,886 shares in the last quarter. HighTower Advisors LLC grew its stake in Dimensional California Municipal Bond ETF by 14.8% in the third quarter. HighTower Advisors LLC now owns 969,422 shares of the company’s stock worth $48,301,000 after purchasing an additional 125,000 shares during the period. Savvy Advisors Inc. raised its holdings in Dimensional California Municipal Bond ETF by 0.8% in the fourth quarter. Savvy Advisors Inc. now owns 165,328 shares of the company’s stock worth $8,280,000 after purchasing an additional 1,288 shares in the last quarter. One Degree Advisors Inc lifted its position in Dimensional California Municipal Bond ETF by 16.3% during the third quarter. One Degree Advisors Inc now owns 110,682 shares of the company’s stock valued at $5,514,000 after buying an additional 15,526 shares during the period. Finally, Signature Resources Capital Management LLC boosted its holdings in shares of Dimensional California Municipal Bond ETF by 1.8% during the 3rd quarter. Signature Resources Capital Management LLC now owns 98,877 shares of the company’s stock valued at $4,927,000 after buying an additional 1,737 shares in the last quarter.

Dimensional California Municipal Bond ETF Price Performance

NYSEARCA:DFCA opened at $49.98 on Friday. The firm’s 50-day moving average price is $50.36 and its 200-day moving average price is $50.19. Dimensional California Municipal Bond ETF has a 1-year low of $47.87 and a 1-year high of $50.78.

About Dimensional California Municipal Bond ETF

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.