Heritage Wealth Management Inc. Texas Purchases 15,859 Shares of Dimensional Core Fixed Income ETF $DFCF

Heritage Wealth Management Inc. Texas lifted its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 5.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 301,280 shares of the company’s stock after acquiring an additional 15,859 shares during the period. Dimensional Core Fixed Income ETF accounts for approximately 5.6% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 5th biggest holding. Heritage Wealth Management Inc. Texas owned about 0.14% of Dimensional Core Fixed Income ETF worth $12,823,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Advisory Services Network LLC acquired a new position in shares of Dimensional Core Fixed Income ETF in the 3rd quarter valued at $53,000. Tradewinds Capital Management LLC acquired a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter valued at $57,000. 1620 Investment Advisors Inc. acquired a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter valued at $60,000. Private Trust Co. NA acquired a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter valued at $66,000. Finally, Qube Research & Technologies Ltd acquired a new position in shares of Dimensional Core Fixed Income ETF in the 3rd quarter valued at $82,000.

Dimensional Core Fixed Income ETF Price Performance

NYSEARCA DFCF opened at $41.97 on Friday. The stock’s fifty day moving average price is $42.29 and its 200 day moving average price is $42.60. Dimensional Core Fixed Income ETF has a 1 year low of $41.24 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.