Concord Wealth Partners Has $11.68 Million Stock Holdings in Dimensional Core Fixed Income ETF $DFCF

Concord Wealth Partners grew its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 40.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 274,432 shares of the company’s stock after purchasing an additional 79,695 shares during the period. Dimensional Core Fixed Income ETF comprises approximately 1.5% of Concord Wealth Partners’ holdings, making the stock its 14th biggest holding. Concord Wealth Partners owned about 0.13% of Dimensional Core Fixed Income ETF worth $11,680,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in DFCF. Betterment LLC lifted its position in Dimensional Core Fixed Income ETF by 10.7% during the 3rd quarter. Betterment LLC now owns 1,142,139 shares of the company’s stock worth $48,838,000 after buying an additional 110,584 shares in the last quarter. Miracle Mile Advisors LLC acquired a new position in Dimensional Core Fixed Income ETF during the 3rd quarter worth about $547,000. Envestnet Asset Management Inc. lifted its position in Dimensional Core Fixed Income ETF by 12.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 630,199 shares of the company’s stock worth $26,947,000 after buying an additional 70,838 shares in the last quarter. Aptus Capital Advisors LLC lifted its position in Dimensional Core Fixed Income ETF by 42.1% during the 3rd quarter. Aptus Capital Advisors LLC now owns 112,780 shares of the company’s stock worth $4,822,000 after buying an additional 33,388 shares in the last quarter. Finally, Apella Capital LLC lifted its position in Dimensional Core Fixed Income ETF by 12.9% during the 4th quarter. Apella Capital LLC now owns 2,604,385 shares of the company’s stock worth $110,843,000 after buying an additional 298,264 shares in the last quarter.

Dimensional Core Fixed Income ETF Stock Performance

Shares of NYSEARCA DFCF opened at $42.43 on Monday. The firm’s 50-day simple moving average is $42.59 and its 200 day simple moving average is $42.71. Dimensional Core Fixed Income ETF has a 12-month low of $41.03 and a 12-month high of $43.27.

Dimensional Core Fixed Income ETF 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.