Donalies Financial Planning LLC Invests $3.77 Million in Dimensional Core Fixed Income ETF $DFCF

Donalies Financial Planning LLC acquired a new stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 88,583 shares of the company’s stock, valued at approximately $3,770,000. Dimensional Core Fixed Income ETF makes up 3.2% of Donalies Financial Planning LLC’s portfolio, making the stock its 9th biggest holding.

Other hedge funds also recently modified their holdings of the company. Betterment LLC grew its stake in shares of Dimensional Core Fixed Income ETF by 10.7% in the 3rd quarter. Betterment LLC now owns 1,142,139 shares of the company’s stock worth $48,838,000 after acquiring an additional 110,584 shares in the last quarter. Aptus Capital Advisors LLC boosted its holdings in shares of Dimensional Core Fixed Income ETF by 42.1% in the 3rd quarter. Aptus Capital Advisors LLC now owns 112,780 shares of the company’s stock worth $4,822,000 after buying an additional 33,388 shares during the last quarter. Apella Capital LLC boosted its holdings in shares of Dimensional Core Fixed Income ETF by 12.9% in the 4th quarter. Apella Capital LLC now owns 2,604,385 shares of the company’s stock worth $110,843,000 after buying an additional 298,264 shares during the last quarter. Bannerman Wealth Management Group LLC boosted its holdings in shares of Dimensional Core Fixed Income ETF by 4.7% in the 4th quarter. Bannerman Wealth Management Group LLC now owns 394,615 shares of the company’s stock worth $16,795,000 after buying an additional 17,868 shares during the last quarter. Finally, Dravo Bay LLC boosted its holdings in shares of Dimensional Core Fixed Income ETF by 11.2% in the 4th quarter. Dravo Bay LLC now owns 319,513 shares of the company’s stock worth $13,598,000 after buying an additional 32,120 shares during the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of NYSEARCA:DFCF opened at $42.37 on Wednesday. The company’s 50-day moving average is $42.27 and its 200 day moving average is $42.53. Dimensional Core Fixed Income ETF has a fifty-two week low of $41.54 and a fifty-two 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.