Dimensional Core Fixed Income ETF $DFCF Stake Raised by HB Wealth Management LLC

HB Wealth Management LLC boosted its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 13.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 265,181 shares of the company’s stock after acquiring an additional 31,457 shares during the quarter. HB Wealth Management LLC owned about 0.12% of Dimensional Core Fixed Income ETF worth $11,286,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Core Wealth Management Inc. increased its stake in Dimensional Core Fixed Income ETF by 5.0% in the 4th quarter. Core Wealth Management Inc. now owns 1,713,920 shares of the company’s stock worth $72,944,000 after purchasing an additional 81,838 shares in the last quarter. Builder Investment Group Inc. ADV increased its stake in Dimensional Core Fixed Income ETF by 2.6% in the 4th quarter. Builder Investment Group Inc. ADV now owns 21,025 shares of the company’s stock worth $895,000 after purchasing an additional 528 shares in the last quarter. Financial Plan Inc. purchased a new position in Dimensional Core Fixed Income ETF in the 4th quarter worth about $19,195,000. City State Bank increased its stake in Dimensional Core Fixed Income ETF by 7.5% in the 4th quarter. City State Bank now owns 318,066 shares of the company’s stock worth $13,537,000 after purchasing an additional 22,277 shares in the last quarter. Finally, Family Capital Management Inc. increased its stake in Dimensional Core Fixed Income ETF by 35.6% in the 4th quarter. Family Capital Management Inc. now owns 54,349 shares of the company’s stock worth $2,313,000 after purchasing an additional 14,274 shares in the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of DFCF opened at $42.38 on Friday. The business’s 50-day moving average price is $42.60 and its 200 day moving average price is $42.72. 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 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.