Forum Private Client Group LLC Increases Stock Position in Dimensional Core Fixed Income ETF $DFCF

Forum Private Client Group LLC lifted its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 15.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,272 shares of the company’s stock after purchasing an additional 1,548 shares during the period. Forum Private Client Group LLC’s holdings in Dimensional Core Fixed Income ETF were worth $476,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Verus Financial Partners Inc. increased its stake in Dimensional Core Fixed Income ETF by 0.6% in the 2nd quarter. Verus Financial Partners Inc. now owns 43,109 shares of the company’s stock valued at $1,816,000 after buying an additional 239 shares during the last quarter. CW Advisors LLC grew its holdings in shares of Dimensional Core Fixed Income ETF by 5.6% in the first quarter. CW Advisors LLC now owns 5,239 shares of the company’s stock valued at $220,000 after acquiring an additional 276 shares in the last quarter. Freedom Investment Management Inc. increased its position in shares of Dimensional Core Fixed Income ETF by 4.0% during the first quarter. Freedom Investment Management Inc. now owns 8,026 shares of the company’s stock valued at $338,000 after acquiring an additional 309 shares during the last quarter. Exencial Wealth Advisors LLC lifted its holdings in Dimensional Core Fixed Income ETF by 2.2% during the second quarter. Exencial Wealth Advisors LLC now owns 15,109 shares of the company’s stock worth $639,000 after acquiring an additional 320 shares during the period. Finally, Smartleaf Asset Management LLC boosted its position in Dimensional Core Fixed Income ETF by 1.2% in the first quarter. Smartleaf Asset Management LLC now owns 29,055 shares of the company’s stock worth $1,220,000 after purchasing an additional 341 shares during the last quarter.

Dimensional Core Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFCF opened at $42.74 on Friday. Dimensional Core Fixed Income ETF has a 1 year low of $40.56 and a 1 year high of $43.27. The business has a fifty day moving average price of $42.91 and a two-hundred day moving average price of $42.35.

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.