Heffernan Advisory Inc. Invests $49.04 Million in Dimensional Core Fixed Income ETF $DFCF

Heffernan Advisory Inc. purchased a new position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,152,171 shares of the company’s stock, valued at approximately $49,036,000. Dimensional Core Fixed Income ETF comprises about 46.9% of Heffernan Advisory Inc.’s portfolio, making the stock its largest position.

Several other institutional investors have also modified their holdings of DFCF. Acropolis Investment Management LLC grew its position in shares of Dimensional Core Fixed Income ETF by 1,342.6% during the fourth quarter. Acropolis Investment Management LLC now owns 2,883,234 shares of the company’s stock worth $122,710,000 after acquiring an additional 2,683,370 shares during the last quarter. Factory Mutual Insurance Co. grew its position in shares of Dimensional Core Fixed Income ETF by 62.4% during the third quarter. Factory Mutual Insurance Co. now owns 4,538,370 shares of the company’s stock worth $194,061,000 after acquiring an additional 1,744,600 shares during the last quarter. Root Financial Partners LLC grew its position in shares of Dimensional Core Fixed Income ETF by 52.0% during the third quarter. Root Financial Partners LLC now owns 2,054,869 shares of the company’s stock worth $87,866,000 after acquiring an additional 702,772 shares during the last quarter. Vise Technologies Inc. bought a new position in shares of Dimensional Core Fixed Income ETF during the third quarter worth about $28,018,000. Finally, True Link Financial Advisors LLC grew its position in shares of Dimensional Core Fixed Income ETF by 20.9% during the third quarter. True Link Financial Advisors LLC now owns 3,413,129 shares of the company’s stock worth $145,945,000 after acquiring an additional 589,376 shares during the last quarter.

Dimensional Core Fixed Income ETF Trading Up 0.3%

Shares of DFCF opened at $42.43 on Friday. The firm has a 50-day moving average price of $42.48 and a 200 day moving average price of $42.68. Dimensional Core Fixed Income ETF has a 52-week low of $41.03 and a 52-week 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.