Dimensional Core Fixed Income ETF $DFCF Stock Position Increased by Liberty Wealth Management LLC

Liberty Wealth Management LLC raised its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 86.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 663,250 shares of the company’s stock after purchasing an additional 307,394 shares during the period. Dimensional Core Fixed Income ETF accounts for approximately 3.6% of Liberty Wealth Management LLC’s portfolio, making the stock its 7th largest holding. Liberty Wealth Management LLC owned approximately 0.31% of Dimensional Core Fixed Income ETF worth $28,228,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Legacy Financial Advisors Inc. purchased a new stake in shares of Dimensional Core Fixed Income ETF in the fourth quarter valued at about $209,000. Continuum Wealth Advisors LLC lifted its holdings in shares of Dimensional Core Fixed Income ETF by 7.1% in the fourth quarter. Continuum Wealth Advisors LLC now owns 526,635 shares of the company’s stock valued at $22,414,000 after purchasing an additional 34,728 shares in the last quarter. Pure Financial Advisors LLC lifted its holdings in shares of Dimensional Core Fixed Income ETF by 2.0% in the fourth quarter. Pure Financial Advisors LLC now owns 997,489 shares of the company’s stock valued at $42,453,000 after purchasing an additional 19,827 shares in the last quarter. Ballast Rock Private Wealth LLC purchased a new position in shares of Dimensional Core Fixed Income ETF during the fourth quarter valued at approximately $2,354,000. Finally, Washington Trust Advisors Inc. lifted its stake in shares of Dimensional Core Fixed Income ETF by 2.3% during the fourth quarter. Washington Trust Advisors Inc. now owns 37,022 shares of the company’s stock valued at $1,576,000 after buying an additional 834 shares during the period.

Dimensional Core Fixed Income ETF Price Performance

Shares of DFCF opened at $42.21 on Wednesday. The company’s 50 day simple moving average is $42.43 and its 200 day simple moving average is $42.66. Dimensional Core Fixed Income ETF has a 1 year low of $41.03 and a 1 year high of $43.27.

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.