Vested Financial Planning LLC Makes New $6.67 Million Investment in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Vested Financial Planning LLC acquired a new stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 161,514 shares of the company’s stock, valued at approximately $6,666,000. Dimensional Core Fixed Income ETF accounts for about 6.3% of Vested Financial Planning LLC’s portfolio, making the stock its 5th largest holding. Vested Financial Planning LLC owned about 0.14% of Dimensional Core Fixed Income ETF as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFCF. Factory Mutual Insurance Co. bought a new stake in Dimensional Core Fixed Income ETF during the third quarter valued at about $69,612,000. Strathmore Capital Advisors Inc. purchased a new position in shares of Dimensional Core Fixed Income ETF during the 4th quarter valued at about $20,865,000. Leading Edge Financial Planning LLC grew its stake in shares of Dimensional Core Fixed Income ETF by 891.0% during the 4th quarter. Leading Edge Financial Planning LLC now owns 450,681 shares of the company’s stock valued at $18,600,000 after acquiring an additional 405,202 shares during the period. Savant Capital LLC increased its holdings in Dimensional Core Fixed Income ETF by 43.0% in the 4th quarter. Savant Capital LLC now owns 1,336,233 shares of the company’s stock worth $55,146,000 after acquiring an additional 401,882 shares in the last quarter. Finally, Great Waters Wealth Management raised its stake in Dimensional Core Fixed Income ETF by 19.3% during the 4th quarter. Great Waters Wealth Management now owns 2,481,510 shares of the company’s stock worth $102,412,000 after acquiring an additional 400,843 shares during the period.

Dimensional Core Fixed Income ETF Stock Down 0.2 %

Shares of NYSEARCA:DFCF opened at $41.66 on Monday. Dimensional Core Fixed Income ETF has a 1-year low of $40.70 and a 1-year high of $43.58. The firm’s 50 day simple moving average is $41.52 and its two-hundred day simple moving average is $42.21.

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.