Heritage Wealth Management Inc. Texas Buys 15,859 Shares of Dimensional Core Fixed Income ETF $DFCF

Heritage Wealth Management Inc. Texas boosted its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 5.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 301,280 shares of the company’s stock after purchasing an additional 15,859 shares during the period. Dimensional Core Fixed Income ETF makes up approximately 5.6% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 5th biggest holding. Heritage Wealth Management Inc. Texas’ holdings in Dimensional Core Fixed Income ETF were worth $12,823,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Schwarz Dygos Wheeler Investment Advisors LLC grew its position in Dimensional Core Fixed Income ETF by 1.2% during the 4th quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 118,435 shares of the company’s stock worth $5,041,000 after purchasing an additional 1,387 shares during the period. Parkshore Wealth Management Inc. grew its position in Dimensional Core Fixed Income ETF by 21.6% during the 4th quarter. Parkshore Wealth Management Inc. now owns 566,442 shares of the company’s stock worth $24,108,000 after purchasing an additional 100,635 shares during the period. Geometric Wealth Advisors grew its position in Dimensional Core Fixed Income ETF by 50.2% during the 4th quarter. Geometric Wealth Advisors now owns 16,041 shares of the company’s stock worth $683,000 after purchasing an additional 5,362 shares during the period. Ferguson Johnson Wealth Management Inc acquired a new stake in Dimensional Core Fixed Income ETF during the 4th quarter worth about $28,154,000. Finally, Van Hulzen Asset Management LLC grew its position in Dimensional Core Fixed Income ETF by 7.2% during the 4th quarter. Van Hulzen Asset Management LLC now owns 32,822 shares of the company’s stock worth $1,397,000 after purchasing an additional 2,210 shares during the period.

Dimensional Core Fixed Income ETF Stock Up 0.1%

Shares of DFCF opened at $41.97 on Friday. The business’s 50-day moving average is $42.29 and its two-hundred day moving average is $42.60. Dimensional Core Fixed Income ETF has a fifty-two week low of $41.24 and a fifty-two week high of $43.27.

Dimensional Core Fixed Income ETF Company 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.