Curio Wealth LLC Takes $4.80 Million Position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Curio Wealth LLC purchased a new position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) during the fourth quarter, Holdings Channel reports. The firm purchased 116,392 shares of the company’s stock, valued at approximately $4,803,000. Dimensional Core Fixed Income ETF makes up about 2.6% of Curio Wealth LLC’s holdings, making the stock its 9th biggest holding.

Several other institutional investors also recently added to or reduced their stakes in the company. Wilmington Savings Fund Society FSB purchased a new stake in shares of Dimensional Core Fixed Income ETF in the third quarter valued at about $64,000. Rialto Wealth Management LLC acquired a new position in Dimensional Core Fixed Income ETF in the 4th quarter valued at about $72,000. Archvest Wealth Advisors Inc. purchased a new stake in Dimensional Core Fixed Income ETF during the 4th quarter valued at approximately $209,000. Live Oak Private Wealth LLC acquired a new stake in Dimensional Core Fixed Income ETF during the 4th quarter worth approximately $214,000. Finally, Axis Wealth Partners LLC purchased a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter valued at approximately $243,000.

Dimensional Core Fixed Income ETF Price Performance

NYSEARCA:DFCF opened at $41.91 on Monday. The stock’s 50 day simple moving average is $41.60 and its 200-day simple moving average is $42.08. Dimensional Core Fixed Income ETF has a 12-month low of $40.70 and a 12-month high of $43.58.

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.