Citrine Capital LLC Increases Stake in Dimensional California Municipal Bond ETF $DFCA

Citrine Capital LLC grew its holdings in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA) by 34.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 787,340 shares of the company’s stock after buying an additional 202,677 shares during the quarter. Dimensional California Municipal Bond ETF comprises approximately 17.0% of Citrine Capital LLC’s portfolio, making the stock its 2nd largest holding. Citrine Capital LLC owned about 0.06% of Dimensional California Municipal Bond ETF worth $39,249,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in DFCA. Apella Capital LLC lifted its position in Dimensional California Municipal Bond ETF by 25.2% during the 1st quarter. Apella Capital LLC now owns 9,252 shares of the company’s stock worth $465,000 after buying an additional 1,863 shares in the last quarter. Nautilus Advisors LLC increased its position in Dimensional California Municipal Bond ETF by 15.6% in the 1st quarter. Nautilus Advisors LLC now owns 23,478 shares of the company’s stock valued at $1,170,000 after acquiring an additional 3,167 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. acquired a new stake in Dimensional California Municipal Bond ETF in the 1st quarter valued at about $298,000. Corient Private Wealth LLC bought a new position in shares of Dimensional California Municipal Bond ETF in the fourth quarter worth about $261,000. Finally, SB Capital Management Inc bought a new position in shares of Dimensional California Municipal Bond ETF in the fourth quarter worth about $737,000.

Dimensional California Municipal Bond ETF Trading Up 0.1%

Shares of DFCA stock opened at $50.13 on Friday. Dimensional California Municipal Bond ETF has a 1 year low of $48.93 and a 1 year high of $50.78. The firm’s 50 day moving average is $50.06 and its 200-day moving average is $50.19.

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. DFCA was launched on Jun 26, 2023 and is managed by Dimensional.