Dimensional Core Fixed Income ETF $DFCF Shares Bought by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC increased its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 93.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 163,979 shares of the company’s stock after acquiring an additional 79,256 shares during the period. Dimensional Core Fixed Income ETF makes up about 1.3% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 28th largest holding. Cherry Tree Wealth Management LLC owned 0.06% of Dimensional Core Fixed Income ETF worth $6,922,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Parkshore Wealth Management Inc. increased its position in shares of Dimensional Core Fixed Income ETF by 21.6% in the fourth quarter. Parkshore Wealth Management Inc. now owns 566,442 shares of the company’s stock valued at $24,108,000 after buying an additional 100,635 shares in the last quarter. WealthSpring Partners LLC purchased a new position in shares of Dimensional Core Fixed Income ETF during the 4th quarter valued at approximately $759,000. HB Wealth Management LLC lifted its position in shares of Dimensional Core Fixed Income ETF by 41.6% during the 2nd quarter. HB Wealth Management LLC now owns 360,320 shares of the company’s stock valued at $15,209,000 after buying an additional 105,785 shares in the last quarter. Pure Financial Advisors LLC lifted its position in shares of Dimensional Core Fixed Income ETF by 2.0% during the 4th quarter. Pure Financial Advisors LLC now owns 997,489 shares of the company’s stock valued at $42,453,000 after buying an additional 19,827 shares in the last quarter. Finally, Mission Wealth Management LP grew its stake in Dimensional Core Fixed Income ETF by 109.7% in the 4th quarter. Mission Wealth Management LP now owns 66,368 shares of the company’s stock valued at $2,825,000 after acquiring an additional 34,717 shares during the period.

Dimensional Core Fixed Income ETF Price Performance

NYSEARCA DFCF traded down $0.03 on Tuesday, hitting $40.85. The company had a trading volume of 428,989 shares, compared to its average volume of 1,254,645. The company’s fifty day moving average price is $41.61 and its 200-day moving average price is $42.08. Dimensional Core Fixed Income ETF has a 12-month low of $40.81 and a 12-month 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.