Aurelius Family Office LLC has boosted its stake in the Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 5.6% during the third quarter of 2023. According to the latest Form 13F filing with the Securities and Exchange Commission (SEC), the investment firm acquired an additional 22,993 shares, raising its total holdings to 431,739 shares. This increase positions the ETF as Aurelius Family Office’s fourth largest holding, representing approximately 8.2% of its overall portfolio.
At the close of the most recent reporting period, Aurelius Family Office’s investment in the Dimensional Core Fixed Income ETF was valued at about $18,461,000. This significant investment reflects the firm’s confidence in the performance of the ETF, which aims to provide both income and capital appreciation through a diversified portfolio of global investment-grade fixed income securities.
Several other institutional investors have also adjusted their positions in DFCF recently. For example, Nemes Rush Group LLC raised its stake by 32.8% in the second quarter, now owning 2,338 shares valued at $99,000. In addition, EP Wealth Advisors LLC and Legacy Capital Wealth Partners LLC made notable new stakes in the ETF, valued at approximately $151,000 and $224,000, respectively. Ashton Thomas Private Wealth LLC and J.W. Cole Advisors Inc. also established new positions worth around $229,000 and $235,000 during the same period.
Current Market Performance
As of Tuesday, DFCF shares opened at $42.70, reflecting a minor increase of 0.1%. The ETF has shown resilience in the market, maintaining a 50-day moving average of $42.80 and a two-hundred day moving average of $42.57. Over the past year, the ETF has reached a low of $40.56 and a high of $43.27, indicating a stable performance in a fluctuating market.
The Dimensional Core Fixed Income ETF was launched on November 15, 2021, and is managed by Dimensional Fund Advisors. It aims to replicate the performance of the Bloomberg U.S. Aggregate Bond Index, providing investors with exposure to a wide range of fixed income securities.
Investors interested in tracking further developments related to DFCF can access the latest 13F filings and insider trades through platforms such as HoldingsChannel.com. This comprehensive data can assist in making informed investment decisions in the evolving landscape of fixed income securities.
