Heritage Wealth Management Inc. Texas Increases Stock Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Heritage Wealth Management Inc. Texas lifted its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 4.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 260,808 shares of the company’s stock after buying an additional 10,168 shares during the period. Dimensional Core Fixed Income ETF makes up 6.3% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 6th biggest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional Core Fixed Income ETF were worth $10,764,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Creative Planning grew its stake in shares of Dimensional Core Fixed Income ETF by 1.7% in the third quarter. Creative Planning now owns 49,323 shares of the company’s stock worth $2,130,000 after acquiring an additional 829 shares during the period. JPMorgan Chase & Co. lifted its position in Dimensional Core Fixed Income ETF by 5.8% during the third quarter. JPMorgan Chase & Co. now owns 365,286 shares of the company’s stock valued at $15,777,000 after purchasing an additional 19,966 shares in the last quarter. Raymond James & Associates increased its position in Dimensional Core Fixed Income ETF by 30.6% in the third quarter. Raymond James & Associates now owns 129,140 shares of the company’s stock worth $5,578,000 after buying an additional 30,238 shares in the last quarter. Annandale Capital LLC increased its position in Dimensional Core Fixed Income ETF by 3.2% in the second quarter. Annandale Capital LLC now owns 798,946 shares of the company’s stock worth $33,188,000 after buying an additional 24,815 shares in the last quarter. Finally, Private Advisor Group LLC raised its stake in shares of Dimensional Core Fixed Income ETF by 32.0% in the third quarter. Private Advisor Group LLC now owns 81,684 shares of the company’s stock worth $3,528,000 after buying an additional 19,788 shares during the period.

Dimensional Core Fixed Income ETF Trading Down 0.1 %

Shares of NYSEARCA:DFCF opened at $41.25 on Friday. The stock has a 50 day moving average of $41.60 and a 200 day moving average of $42.24. Dimensional Core Fixed Income ETF has a 12-month low of $40.70 and a 12-month high of $43.58.

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.