BWM Planning LLC Raises Stock Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

BWM Planning LLC increased its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 19.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 178,923 shares of the company’s stock after acquiring an additional 28,751 shares during the period. Dimensional Core Fixed Income ETF makes up about 3.2% of BWM Planning LLC’s portfolio, making the stock its 14th biggest holding. BWM Planning LLC’s holdings in Dimensional Core Fixed Income ETF were worth $7,384,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DFCF. Creative Planning grew its position in Dimensional Core Fixed Income ETF by 25.3% during the 2nd quarter. Creative Planning now owns 48,494 shares of the company’s stock worth $2,014,000 after purchasing an additional 9,788 shares during the period. Invst LLC acquired a new stake in Dimensional Core Fixed Income ETF during the 2nd quarter worth about $424,000. Truist Financial Corp grew its position in Dimensional Core Fixed Income ETF by 15.9% during the 2nd quarter. Truist Financial Corp now owns 135,704 shares of the company’s stock worth $5,637,000 after purchasing an additional 18,621 shares during the period. Cetera Investment Advisers boosted its position in Dimensional Core Fixed Income ETF by 29.8% in the 2nd quarter. Cetera Investment Advisers now owns 25,965 shares of the company’s stock worth $1,079,000 after purchasing an additional 5,955 shares in the last quarter. Finally, Ariadne Wealth Management LP acquired a new stake in shares of Dimensional Core Fixed Income ETF during the 2nd quarter worth approximately $869,000.

Dimensional Core Fixed Income ETF Stock Down 0.0 %

Shares of NYSEARCA DFCF opened at $41.54 on Wednesday. The firm’s 50 day simple moving average is $41.58 and its 200-day simple moving average is $42.23. 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.