Financial Plan Inc. Has $21.47 Million Stake in Dimensional Core Fixed Income ETF $DFCF

Financial Plan Inc. raised its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 12.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 508,596 shares of the company’s stock after purchasing an additional 57,595 shares during the quarter. Dimensional Core Fixed Income ETF makes up about 2.3% of Financial Plan Inc.’s investment portfolio, making the stock its 15th largest position. Financial Plan Inc. owned approximately 0.22% of Dimensional Core Fixed Income ETF worth $21,473,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in DFCF. Nemes Rush Group LLC lifted its position in Dimensional Core Fixed Income ETF by 11.5% during the 3rd quarter. Nemes Rush Group LLC now owns 2,607 shares of the company’s stock worth $111,000 after buying an additional 269 shares in the last quarter. Canopy Partners LLC boosted its position in Dimensional Core Fixed Income ETF by 0.4% in the 4th quarter. Canopy Partners LLC now owns 69,206 shares of the company’s stock valued at $2,945,000 after buying an additional 274 shares during the last quarter. Private Advisor Group LLC increased its position in Dimensional Core Fixed Income ETF by 0.4% in the third quarter. Private Advisor Group LLC now owns 70,039 shares of the company’s stock worth $2,995,000 after purchasing an additional 307 shares during the period. Verus Financial Partners Inc. boosted its stake in shares of Dimensional Core Fixed Income ETF by 0.7% in the 4th quarter. Verus Financial Partners Inc. now owns 42,591 shares of the company’s stock valued at $1,817,000 after purchasing an additional 309 shares during the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings in Dimensional Core Fixed Income ETF by 1.2% in the second quarter. Geneos Wealth Management Inc. now owns 28,131 shares of the company’s stock valued at $1,189,000 after buying an additional 323 shares during the period.

Dimensional Core Fixed Income ETF Stock Up 0.1%

DFCF opened at $42.19 on Friday. The company has a fifty day moving average price of $42.20 and a two-hundred day moving average price of $42.48. Dimensional Core Fixed Income ETF has a 52 week low of $41.54 and a 52 week high of $43.27.

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.