Diversify Wealth Management LLC Has $11.44 Million Stock Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Diversify Wealth Management LLC decreased its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 279,994 shares of the company’s stock after selling 5,943 shares during the quarter. Dimensional Core Fixed Income ETF comprises approximately 0.9% of Diversify Wealth Management LLC’s holdings, making the stock its 19th largest position. Diversify Wealth Management LLC’s holdings in Dimensional Core Fixed Income ETF were worth $11,441,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Oliver Lagore Vanvalin Investment Group boosted its position in shares of Dimensional Core Fixed Income ETF by 39.6% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 835 shares of the company’s stock valued at $35,000 after acquiring an additional 237 shares during the period. Wilmington Savings Fund Society FSB bought a new stake in Dimensional Core Fixed Income ETF in the 3rd quarter valued at $64,000. Lam Group Inc. grew its position in Dimensional Core Fixed Income ETF by 10.2% in the 3rd quarter. Lam Group Inc. now owns 5,010 shares of the company’s stock worth $216,000 after purchasing an additional 465 shares during the last quarter. Gemmer Asset Management LLC bought a new position in shares of Dimensional Core Fixed Income ETF during the 3rd quarter worth about $223,000. Finally, FMB Wealth Management acquired a new position in shares of Dimensional Core Fixed Income ETF during the third quarter valued at about $242,000.

Dimensional Core Fixed Income ETF Stock Performance

NYSEARCA DFCF opened at $41.27 on Monday. Dimensional Core Fixed Income ETF has a twelve month low of $40.70 and a twelve month high of $43.58. The firm has a 50-day simple moving average of $41.65 and a 200 day simple moving average of $42.26.

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.