Forum Financial Management LP Trims Stock Position in Dimensional Core Fixed Income ETF $DFCF

Forum Financial Management LP cut its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 1.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 41,938 shares of the company’s stock after selling 479 shares during the period. Forum Financial Management LP’s holdings in Dimensional Core Fixed Income ETF were worth $1,772,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFCF. Golden State Wealth Management LLC purchased a new stake in Dimensional Core Fixed Income ETF during the 1st quarter valued at approximately $38,000. Rossby Financial LCC purchased a new position in shares of Dimensional Core Fixed Income ETF during the 1st quarter worth approximately $44,000. Nemes Rush Group LLC raised its stake in shares of Dimensional Core Fixed Income ETF by 134.2% during the 1st quarter. Nemes Rush Group LLC now owns 1,761 shares of the company’s stock worth $74,000 after buying an additional 1,009 shares in the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Dimensional Core Fixed Income ETF during the 1st quarter worth approximately $151,000. Finally, CW Advisors LLC raised its stake in shares of Dimensional Core Fixed Income ETF by 5.6% during the 1st quarter. CW Advisors LLC now owns 5,239 shares of the company’s stock worth $220,000 after buying an additional 276 shares in the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of DFCF stock opened at $43.17 on Thursday. The stock has a 50 day simple moving average of $42.78 and a 200-day simple moving average of $42.15. Dimensional Core Fixed Income ETF has a 12-month low of $40.56 and a 12-month 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.