UP Strategic Wealth Investment Advisors LLC Has $3.26 Million Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

UP Strategic Wealth Investment Advisors LLC lifted its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 8.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,532 shares of the company’s stock after purchasing an additional 6,301 shares during the quarter. Dimensional Core Fixed Income ETF accounts for 4.9% of UP Strategic Wealth Investment Advisors LLC’s portfolio, making the stock its 6th largest position. UP Strategic Wealth Investment Advisors LLC owned about 0.07% of Dimensional Core Fixed Income ETF worth $3,262,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. Concorde Asset Management LLC acquired a new stake in shares of Dimensional Core Fixed Income ETF in the 2nd quarter valued at approximately $313,000. Glass Jacobson Investment Advisors llc increased its stake in shares of Dimensional Core Fixed Income ETF by 44.6% during the 2nd quarter. Glass Jacobson Investment Advisors llc now owns 27,998 shares of the company’s stock worth $1,163,000 after purchasing an additional 8,639 shares during the last quarter. Legacy Financial Group Inc. increased its holdings in shares of Dimensional Core Fixed Income ETF by 10.4% in the second quarter. Legacy Financial Group Inc. now owns 207,658 shares of the company’s stock valued at $8,626,000 after purchasing an additional 19,635 shares during the last quarter. DecisionPoint Financial LLC increased its stake in shares of Dimensional Core Fixed Income ETF by 5.3% during the second quarter. DecisionPoint Financial LLC now owns 491,515 shares of the company’s stock worth $20,796,000 after purchasing an additional 24,579 shares during the period. Finally, Marshall Financial Group Inc. ADV bought a new position in shares of Dimensional Core Fixed Income ETF during the second quarter worth approximately $290,000.

Dimensional Core Fixed Income ETF Stock Down 0.2 %

Shares of Dimensional Core Fixed Income ETF stock opened at $43.31 on Thursday. The firm’s 50 day moving average is $42.66 and its 200 day moving average is $41.95. Dimensional Core Fixed Income ETF has a 1 year low of $39.48 and a 1 year 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.