Forum Financial Management LP Has $5.29 Million Stock Holdings in Dimensional Core Fixed Income ETF $DFCF

Forum Financial Management LP lessened its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 14.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,416 shares of the company’s stock after selling 21,617 shares during the quarter. Forum Financial Management LP owned about 0.05% of Dimensional Core Fixed Income ETF worth $5,295,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. RHL Group LLC acquired a new stake in Dimensional Core Fixed Income ETF in the fourth quarter valued at approximately $29,000. Advisory Services Network LLC acquired a new position in shares of Dimensional Core Fixed Income ETF during the third quarter worth approximately $53,000. Tradewinds Capital Management LLC bought a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter worth $57,000. 1620 Investment Advisors Inc. bought a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter worth $60,000. Finally, Silver Grove Financial Group Inc. bought a new position in shares of Dimensional Core Fixed Income ETF in the 4th quarter worth $64,000.

Dimensional Core Fixed Income ETF Price Performance

NYSEARCA DFCF opened at $42.39 on Tuesday. The company has a fifty day simple moving average of $42.23 and a 200 day simple moving average of $42.49. Dimensional Core Fixed Income ETF has a 12-month low of $41.54 and a 12-month high of $43.27.

About Dimensional Core Fixed Income ETF

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.