Phillips Financial Management LLC Has $68.87 Million Position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Phillips Financial Management LLC grew its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 63.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,668,820 shares of the company’s stock after purchasing an additional 647,676 shares during the period. Dimensional Core Fixed Income ETF comprises approximately 5.4% of Phillips Financial Management LLC’s portfolio, making the stock its 2nd biggest position. Phillips Financial Management LLC’s holdings in Dimensional Core Fixed Income ETF were worth $68,872,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Freedom Investment Management Inc. grew its holdings in shares of Dimensional Core Fixed Income ETF by 3.5% in the third quarter. Freedom Investment Management Inc. now owns 7,710 shares of the company’s stock valued at $333,000 after acquiring an additional 258 shares in the last quarter. Sigma Planning Corp grew its holdings in shares of Dimensional Core Fixed Income ETF by 3.3% in the third quarter. Sigma Planning Corp now owns 12,705 shares of the company’s stock valued at $549,000 after acquiring an additional 402 shares in the last quarter. Aspire Private Capital LLC grew its holdings in shares of Dimensional Core Fixed Income ETF by 7.9% in the fourth quarter. Aspire Private Capital LLC now owns 7,795 shares of the company’s stock valued at $322,000 after acquiring an additional 569 shares in the last quarter. GEM Asset Management LLC grew its holdings in shares of Dimensional Core Fixed Income ETF by 4.4% in the fourth quarter. GEM Asset Management LLC now owns 13,548 shares of the company’s stock valued at $559,000 after acquiring an additional 573 shares in the last quarter. Finally, Tcfg Wealth Management LLC grew its holdings in shares of Dimensional Core Fixed Income ETF by 10.3% in the fourth quarter. Tcfg Wealth Management LLC now owns 6,790 shares of the company’s stock valued at $280,000 after acquiring an additional 635 shares in the last quarter.

Dimensional Core Fixed Income ETF Stock Down 0.2 %

DFCF stock opened at $41.87 on Thursday. The business has a 50 day moving average of $41.56 and a 200-day moving average of $42.10. Dimensional Core Fixed Income ETF has a 12-month low of $40.70 and a 12-month high of $43.58.

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.