Momentous Wealth Management Inc. Makes New $12.62 Million Investment in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Momentous Wealth Management Inc. purchased a new position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 305,758 shares of the company’s stock, valued at approximately $12,619,000. Dimensional Core Fixed Income ETF makes up 10.5% of Momentous Wealth Management Inc.’s holdings, making the stock its 4th largest holding.

Several other institutional investors have also recently added to or reduced their stakes in DFCF. Essential Planning LLC. increased its stake in Dimensional Core Fixed Income ETF by 5,902.3% in the fourth quarter. Essential Planning LLC. now owns 11,557,175 shares of the company’s stock valued at $486,697,000 after purchasing an additional 11,364,629 shares during the last quarter. Truepoint Inc. boosted its holdings in Dimensional Core Fixed Income ETF by 6.1% in the fourth quarter. Truepoint Inc. now owns 11,119,995 shares of the company’s stock valued at $458,922,000 after purchasing an additional 636,569 shares during the last quarter. Beaird Harris Wealth Management LLC raised its stake in shares of Dimensional Core Fixed Income ETF by 4.2% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 2,896,132 shares of the company’s stock valued at $125,084,000 after purchasing an additional 117,940 shares in the last quarter. Great Waters Wealth Management increased its holdings in Dimensional Core Fixed Income ETF by 19.3% in the fourth quarter. Great Waters Wealth Management now owns 2,481,510 shares of the company’s stock valued at $102,412,000 after buying an additional 400,843 shares during the last quarter. Finally, DiNuzzo Private Wealth Inc. increased its holdings in shares of Dimensional Core Fixed Income ETF by 9.1% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 2,185,499 shares of the company’s stock valued at $90,196,000 after acquiring an additional 182,606 shares during the last quarter.

Dimensional Core Fixed Income ETF Stock Performance

DFCF opened at $41.97 on Tuesday. The stock’s 50 day moving average price is $41.73 and its 200 day moving average price is $42.05. 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.