Cypress Financial Planning LLC Takes Position in Dimensional Core Fixed Income ETF $DFCF

Cypress Financial Planning LLC bought a new stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 31,758 shares of the company’s stock, valued at approximately $1,352,000. Dimensional Core Fixed Income ETF comprises about 0.4% of Cypress Financial Planning LLC’s investment portfolio, making the stock its 27th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Nemes Rush Group LLC grew its holdings in Dimensional Core Fixed Income ETF by 11.5% in the 3rd quarter. Nemes Rush Group LLC now owns 2,607 shares of the company’s stock valued at $111,000 after buying an additional 269 shares during the period. Private Advisor Group LLC increased its stake in shares of Dimensional Core Fixed Income ETF by 0.4% during the 3rd quarter. Private Advisor Group LLC now owns 70,039 shares of the company’s stock valued at $2,995,000 after acquiring an additional 307 shares during the last quarter. Firethorn Wealth Partners LLC lifted its holdings in shares of Dimensional Core Fixed Income ETF by 1.2% during the 3rd quarter. Firethorn Wealth Partners LLC now owns 27,662 shares of the company’s stock worth $1,183,000 after acquiring an additional 319 shares during the period. Geneos Wealth Management Inc. boosted its position in shares of Dimensional Core Fixed Income ETF by 1.2% in the second quarter. Geneos Wealth Management Inc. now owns 28,131 shares of the company’s stock worth $1,189,000 after acquiring an additional 323 shares during the last quarter. Finally, GEM Asset Management LLC boosted its position in shares of Dimensional Core Fixed Income ETF by 2.5% in the fourth quarter. GEM Asset Management LLC now owns 16,592 shares of the company’s stock worth $708,000 after acquiring an additional 408 shares during the last quarter.

Dimensional Core Fixed Income ETF Stock Performance

Dimensional Core Fixed Income ETF stock opened at $41.85 on Friday. Dimensional Core Fixed Income ETF has a 1 year low of $40.56 and a 1 year high of $43.27. The firm has a 50 day moving average price of $42.70 and a 200 day moving average price of $42.78.

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.