Root Financial Partners, LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1977181
ENCINITAS, CA
All Filings in DFCA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $3,600,017 | 72,217 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 DFCA | $2,712,883 | 54,171 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DFCA | $2,608,737 | 52,358 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 DFCA | $1,640,580 | 33,291 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 DFCA | $1,266,684 | 25,538 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 DFCA | $963,712 | 19,255 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 DFCA | $823,296 | 16,245 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 DFCA | $677,131 | 13,521 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||