BWM Planning LLC Acquires 28,751 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

BWM Planning LLC boosted its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 19.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 178,923 shares of the company’s stock after acquiring an additional 28,751 shares during the period. Dimensional Core Fixed Income ETF comprises about 3.2% of BWM Planning LLC’s portfolio, making the stock its 14th largest position. BWM Planning LLC owned approximately 0.15% of Dimensional Core Fixed Income ETF worth $7,384,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Creative Planning boosted its holdings in shares of Dimensional Core Fixed Income ETF by 1.7% in the 3rd quarter. Creative Planning now owns 49,323 shares of the company’s stock valued at $2,130,000 after buying an additional 829 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Dimensional Core Fixed Income ETF by 5.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 365,286 shares of the company’s stock valued at $15,777,000 after purchasing an additional 19,966 shares during the last quarter. Raymond James & Associates boosted its stake in Dimensional Core Fixed Income ETF by 30.6% in the 3rd quarter. Raymond James & Associates now owns 129,140 shares of the company’s stock worth $5,578,000 after purchasing an additional 30,238 shares in the last quarter. Private Advisor Group LLC grew its position in Dimensional Core Fixed Income ETF by 32.0% during the 3rd quarter. Private Advisor Group LLC now owns 81,684 shares of the company’s stock worth $3,528,000 after purchasing an additional 19,788 shares during the last quarter. Finally, Helen Stephens Group LLC raised its holdings in shares of Dimensional Core Fixed Income ETF by 9.1% in the third quarter. Helen Stephens Group LLC now owns 22,488 shares of the company’s stock worth $971,000 after buying an additional 1,869 shares during the last quarter.

Dimensional Core Fixed Income ETF Trading Down 0.0 %

NYSEARCA:DFCF opened at $41.54 on Wednesday. The firm has a fifty day simple moving average of $41.58 and a 200-day simple moving average of $42.23. Dimensional Core Fixed Income ETF has a 12 month low of $40.70 and a 12 month high of $43.58.

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.