Sax Wealth Advisors LLC Has $15.53 Million Holdings in Dimensional Core Fixed Income ETF $DFCF

Sax Wealth Advisors LLC lessened its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 47.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 367,532 shares of the company’s stock after selling 327,678 shares during the quarter. Dimensional Core Fixed Income ETF makes up approximately 0.9% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 22nd largest position. Sax Wealth Advisors LLC owned approximately 0.22% of Dimensional Core Fixed Income ETF worth $15,532,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. First Financial Group Corp increased its position in Dimensional Core Fixed Income ETF by 24.9% during the second quarter. First Financial Group Corp now owns 93,363 shares of the company’s stock worth $3,946,000 after buying an additional 18,612 shares during the last quarter. Asset Planning Corporation increased its position in Dimensional Core Fixed Income ETF by 14.9% during the second quarter. Asset Planning Corporation now owns 647,115 shares of the company’s stock worth $27,347,000 after buying an additional 83,866 shares during the last quarter. Next Level Wealth Planning LLC increased its position in Dimensional Core Fixed Income ETF by 68.4% during the second quarter. Next Level Wealth Planning LLC now owns 13,445 shares of the company’s stock worth $568,000 after buying an additional 5,460 shares during the last quarter. David Wealth Management LLC increased its position in Dimensional Core Fixed Income ETF by 3.9% during the second quarter. David Wealth Management LLC now owns 161,032 shares of the company’s stock worth $6,805,000 after buying an additional 6,015 shares during the last quarter. Finally, Yardley Wealth Management LLC increased its position in Dimensional Core Fixed Income ETF by 4.4% during the second quarter. Yardley Wealth Management LLC now owns 241,427 shares of the company’s stock worth $10,203,000 after buying an additional 10,140 shares during the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of NYSEARCA DFCF opened at $42.88 on Wednesday. The business’s 50 day moving average price is $42.62 and its two-hundred day moving average price is $42.07. Dimensional Core Fixed Income ETF has a twelve month low of $40.56 and a twelve month high of $43.24.

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.