Beacon Harbor Wealth Advisors Inc. Raises Stake in Dimensional Core Fixed Income ETF $DFCF

Beacon Harbor Wealth Advisors Inc. increased its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 7.1% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 195,270 shares of the company’s stock after purchasing an additional 12,930 shares during the period. Dimensional Core Fixed Income ETF accounts for 1.8% of Beacon Harbor Wealth Advisors Inc.’s investment portfolio, making the stock its 17th largest position. Beacon Harbor Wealth Advisors Inc. owned about 0.09% of Dimensional Core Fixed Income ETF worth $8,311,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in DFCF. Sei Investments Co. purchased a new stake in Dimensional Core Fixed Income ETF during the 2nd quarter worth about $526,000. Main Street Financial Solutions LLC lifted its holdings in Dimensional Core Fixed Income ETF by 3.1% during the 2nd quarter. Main Street Financial Solutions LLC now owns 25,763 shares of the company’s stock worth $1,089,000 after purchasing an additional 765 shares in the last quarter. Raymond James Financial Inc. lifted its holdings in Dimensional Core Fixed Income ETF by 3.0% during the 2nd quarter. Raymond James Financial Inc. now owns 203,973 shares of the company’s stock worth $8,620,000 after purchasing an additional 5,942 shares in the last quarter. CLG LLC lifted its holdings in Dimensional Core Fixed Income ETF by 4.9% during the 2nd quarter. CLG LLC now owns 107,818 shares of the company’s stock worth $4,556,000 after purchasing an additional 5,031 shares in the last quarter. Finally, Essential Planning LLC. lifted its holdings in Dimensional Core Fixed Income ETF by 4.4% during the 2nd quarter. Essential Planning LLC. now owns 227,808 shares of the company’s stock worth $9,627,000 after purchasing an additional 9,659 shares in the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of DFCF opened at $42.43 on Friday. The stock’s 50-day simple moving average is $42.64 and its 200 day simple moving average is $42.73. Dimensional Core Fixed Income ETF has a 52-week low of $40.56 and a 52-week high of $43.27.

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.