Ledgewood Wealth Advisors LLC Has $9.93 Million Position in Dimensional Core Fixed Income ETF $DFCF

Ledgewood Wealth Advisors LLC decreased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 5.6% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 235,302 shares of the company’s stock after selling 14,017 shares during the quarter. Dimensional Core Fixed Income ETF accounts for 5.3% of Ledgewood Wealth Advisors LLC’s holdings, making the stock its 6th largest position. Ledgewood Wealth Advisors LLC’s holdings in Dimensional Core Fixed Income ETF were worth $9,932,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Petersen Hastings Wealth Advisors Inc. bought a new position in shares of Dimensional Core Fixed Income ETF in the fourth quarter valued at $186,749,000. Beacon Pointe Advisors LLC boosted its stake in shares of Dimensional Core Fixed Income ETF by 401.7% during the 4th quarter. Beacon Pointe Advisors LLC now owns 3,439,520 shares of the company’s stock worth $146,386,000 after acquiring an additional 2,753,953 shares in the last quarter. Apella Capital LLC grew its holdings in shares of Dimensional Core Fixed Income ETF by 69.3% in the 1st quarter. Apella Capital LLC now owns 4,408,477 shares of the company’s stock worth $188,198,000 after acquiring an additional 1,804,092 shares during the last quarter. Vise Technologies Inc. grew its holdings in shares of Dimensional Core Fixed Income ETF by 275.2% in the 4th quarter. Vise Technologies Inc. now owns 2,458,323 shares of the company’s stock worth $104,626,000 after acquiring an additional 1,803,080 shares during the last quarter. Finally, Savant Capital LLC grew its holdings in shares of Dimensional Core Fixed Income ETF by 51.3% in the 4th quarter. Savant Capital LLC now owns 4,330,640 shares of the company’s stock worth $184,312,000 after acquiring an additional 1,468,524 shares during the last quarter.

Dimensional Core Fixed Income ETF Stock Up 0.2%

Shares of Dimensional Core Fixed Income ETF stock opened at $41.75 on Friday. Dimensional Core Fixed Income ETF has a 12-month low of $41.42 and a 12-month high of $43.27. The stock’s fifty day moving average is $42.00 and its 200-day moving average is $42.33.

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.