Financial Plan Inc. purchased a new stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 451,001 shares of the company's stock, valued at approximately $19,195,000. Dimensional Core Fixed Income ETF comprises 2.2% of Financial
The Bogleheads 3-fund portfolio calls for an allocation to aggregate bond funds. They're broadly diversified, low cost, and do a decent job of reducing overall portfolio volatility.
DFCF has paid shareholders every single month since it launched in November 2021, quietly building a following among retirees seeking reliable fixed income.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 675,275 | $28.41M | $28.38M | -$34,300.47 | -0.12% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 238 | $10,129.28 | $10,001.95 | -$127.33 | -1.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 486,481 | $20.63M | $20.44M | -$194,178.39 | -0.94% |
Landaas & Company Landaas & Co | 26,871 | $1.14M | $1.13M | -$8,097.55 | -0.71% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 126,183 | $5.36M | $5.3M | -$53,787.19 | -1% |
| ARCA Exchange | US Country |
The company specializes in the investment of fixed income securities, maintaining a commitment to investment grade quality assets. It operates with a focus on securities that offer maturity within a five-year timeframe from the date of settlement. In managing its portfolio, the company strives to adhere to a weighted average duration strategy that aims to balance risk and return, aligning closely with the benchmarks set by the ICE BofA 1-5 Year US Corporate & Government Index. This approach ensures a dynamic yet cautious investment strategy geared towards optimal performance within the defined parameters of investment grade fixed income securities.
The company invests at least 80% of its portfolio’s net assets in fixed income securities that are considered to be of investment grade quality. This includes a diverse range of bonds and other debt instruments that are assessed by credit rating agencies to have a lower risk of default, providing a stable income stream to investors while safeguarding their capital.
Focus is placed on securities that are set to mature within five years from the date of settlement. This strategy aims to provide investors with a balance between the higher yield potential of longer-duration securities and the reduced risk associated with shorter-term investments, optimizing for both safety and performance over the medium term.
The portfolio is managed with a goal to maintain a weighted average duration that is no more than one half year greater than, and not less than one year below, the portfolio’s benchmark, the ICE BofA 1-5 Year US Corporate & Government Index. This meticulous duration management strategy is designed to moderate interest rate risk while aligning closely with the benchmark’s average performance, emphasizing stability and predictable returns.