Dimensional Core Fixed Income ETF $DFCF Stock Holdings Raised by Aspen Capital Management LLC

Aspen Capital Management LLC lifted its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 8.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 748,994 shares of the company’s stock after buying an additional 59,960 shares during the quarter. Dimensional Core Fixed Income ETF makes up approximately 7.9% of Aspen Capital Management LLC’s portfolio, making the stock its 4th biggest holding. Aspen Capital Management LLC owned approximately 0.35% of Dimensional Core Fixed Income ETF worth $31,877,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Index Fund Advisors Inc. lifted its holdings in shares of Dimensional Core Fixed Income ETF by 317.9% in the fourth quarter. Index Fund Advisors Inc. now owns 36,436 shares of the company’s stock worth $1,551,000 after buying an additional 27,718 shares in the last quarter. D.A. Davidson & CO. lifted its holdings in shares of Dimensional Core Fixed Income ETF by 3.8% in the fourth quarter. D.A. Davidson & CO. now owns 12,164 shares of the company’s stock worth $518,000 after buying an additional 450 shares in the last quarter. Porter White Investment Advisors Inc. lifted its holdings in shares of Dimensional Core Fixed Income ETF by 13.2% in the fourth quarter. Porter White Investment Advisors Inc. now owns 144,834 shares of the company’s stock worth $6,164,000 after buying an additional 16,927 shares in the last quarter. Physician Wealth Advisors Inc. lifted its holdings in shares of Dimensional Core Fixed Income ETF by 576.2% in the fourth quarter. Physician Wealth Advisors Inc. now owns 24,398 shares of the company’s stock worth $1,038,000 after buying an additional 20,790 shares in the last quarter. Finally, Concord Wealth Partners raised its stake in Dimensional Core Fixed Income ETF by 40.9% in the fourth quarter. Concord Wealth Partners now owns 274,432 shares of the company’s stock valued at $11,680,000 after purchasing an additional 79,695 shares in the last quarter.

Dimensional Core Fixed Income ETF Price Performance

Shares of 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 1-year low of $41.03 and a 1-year 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.