PBMares Wealth Management LLC Increases Position in Dimensional Core Fixed Income ETF $DFCF

PBMares Wealth Management LLC grew its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 5.1% during the second quarter, HoldingsChannel reports. The firm owned 912,879 shares of the company’s stock after purchasing an additional 44,299 shares during the quarter. Dimensional Core Fixed Income ETF accounts for approximately 7.1% of PBMares Wealth Management LLC’s holdings, making the stock its 3rd biggest position. PBMares Wealth Management LLC’s holdings in Dimensional Core Fixed Income ETF were worth $38,578,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Porter White Investment Advisors Inc. boosted its stake in shares of Dimensional Core Fixed Income ETF by 8.0% during the 2nd quarter. Porter White Investment Advisors Inc. now owns 107,088 shares of the company’s stock valued at $4,526,000 after purchasing an additional 7,890 shares in the last quarter. Golden State Wealth Management LLC bought a new stake in shares of Dimensional Core Fixed Income ETF during the 1st quarter valued at about $38,000. Envestnet Portfolio Solutions Inc. boosted its stake in shares of Dimensional Core Fixed Income ETF by 2.5% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 38,208 shares of the company’s stock valued at $1,607,000 after purchasing an additional 920 shares in the last quarter. Sterling Wealth Advisors Inc boosted its stake in shares of Dimensional Core Fixed Income ETF by 0.7% during the 2nd quarter. Sterling Wealth Advisors Inc now owns 127,971 shares of the company’s stock valued at $5,370,000 after purchasing an additional 877 shares in the last quarter. Finally, Cary Street Partners Financial LLC boosted its stake in shares of Dimensional Core Fixed Income ETF by 60.7% during the 1st quarter. Cary Street Partners Financial LLC now owns 8,123 shares of the company’s stock valued at $342,000 after purchasing an additional 3,067 shares in the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of DFCF opened at $42.76 on Wednesday. The firm’s 50-day moving average price is $42.53 and its 200-day moving average price is $42.05. Dimensional Core Fixed Income ETF has a 1-year low of $40.56 and a 1-year high of $43.39.

Dimensional Core Fixed Income ETF 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.