Aurelius Family Office LLC has increased its investment in the Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) by 5.6% during the third quarter of 2023. According to its latest Form 13F filing with the Securities and Exchange Commission (SEC), the family office now holds a total of 431,739 shares after acquiring an additional 22,993 shares during this period. This investment represents approximately 8.2% of Aurelius Family Office’s overall holdings, making DFCF its fourth largest investment.
As of the end of the most recent reporting period, Aurelius Family Office’s stake in the Dimensional Core Fixed Income ETF was valued at $18,461,000, equating to 0.22% of the fund. The increase in shares reflects a broader trend of institutional investment in fixed income securities as market conditions fluctuate.
Several other institutional investors have also made notable changes to their positions in DFCF. For instance, Nemes Rush Group LLC raised its stake by 32.8% during the second quarter, now owning 2,338 shares valued at approximately $99,000 after purchasing an additional 577 shares. Similarly, EP Wealth Advisors LLC entered the market with a new stake valued at around $151,000 in the first quarter.
Other firms such as Legacy Capital Wealth Partners LLC and Ashton Thomas Private Wealth LLC also acquired new positions in the ETF, with valuations of $224,000 and $229,000 respectively. J.W. Cole Advisors Inc. joined the trend by acquiring shares worth approximately $235,000 in the second quarter.
Market Performance of Dimensional Core Fixed Income ETF
On Tuesday, DFCF shares opened at $42.70. The ETF has demonstrated stable performance with a 50-day moving average of $42.80 and a 200-day moving average of $42.57. Over the past year, the fund has recorded a low of $40.56 and a high of $43.27, indicating a resilient market presence.
The Dimensional Core Fixed Income ETF, which was launched on November 15, 2021, is designed to provide income and capital appreciation through a diversified, actively managed portfolio of global investment-grade fixed income securities. The fund aims to track the performance of the Bloomberg U.S. Aggregate Bond Index, appealing to investors seeking stability in uncertain market conditions.
As institutional interest in DFCF continues to grow, it remains to be seen how these investments will influence the ETF’s performance in the coming quarters. For those interested in tracking institutional holdings, platforms like HoldingsChannel.com provide up-to-date information on 13F filings and insider trades related to the Dimensional Core Fixed Income ETF.
