Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) Stock Position Lifted by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas lifted its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 4.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 260,808 shares of the company’s stock after buying an additional 10,168 shares during the quarter. Dimensional Core Fixed Income ETF comprises 6.3% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 6th largest position. Heritage Wealth Management Inc. Texas owned approximately 0.22% of Dimensional Core Fixed Income ETF worth $10,764,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of DFCF. Factory Mutual Insurance Co. bought a new position in shares of Dimensional Core Fixed Income ETF in the 3rd quarter worth about $69,612,000. Strathmore Capital Advisors Inc. purchased a new position in shares of Dimensional Core Fixed Income ETF during the fourth quarter valued at approximately $20,865,000. Great Waters Wealth Management boosted its position in shares of Dimensional Core Fixed Income ETF by 19.3% in the 4th quarter. Great Waters Wealth Management now owns 2,481,510 shares of the company’s stock worth $102,412,000 after purchasing an additional 400,843 shares in the last quarter. Client 1ST Advisory Group LLC purchased a new stake in shares of Dimensional Core Fixed Income ETF in the 4th quarter worth approximately $14,617,000. Finally, Phillips Financial Management LLC increased its position in Dimensional Core Fixed Income ETF by 41.7% during the 3rd quarter. Phillips Financial Management LLC now owns 1,021,144 shares of the company’s stock valued at $44,103,000 after buying an additional 300,262 shares in the last quarter.

Dimensional Core Fixed Income ETF Price Performance

NYSEARCA DFCF opened at $41.25 on Friday. The stock’s fifty day moving average price is $41.60 and its 200-day moving average price is $42.24. Dimensional Core Fixed Income ETF has a 12 month low of $40.70 and a 12 month high of $43.58.

Dimensional Core Fixed Income ETF Company Profile

The Dimensional Core Fixed Income ETF (DFCF) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund seeks income and capital appreciation from a broad, actively managed portfolio of global investment-grade fixed income securities. DFCF was launched on Nov 15, 2021 and is managed by Dimensional.