Daner Increases DFCF Stake by 20,127 Shares
Daner Wealth Management LLC reported multiple changes to its ETF holdings, notably increasing its stake in Dimensional Core Fixed Income ETF (DFCF) by 7.0% in the first quarter, bringing its position to 309,412 shares and valuing the stake at about $13.1 million. The firm also boosted its position in Dimensional US High Profitability ETF (DUHP) by 43.6% in the same period, holding 62,213 shares valued at roughly $2.48 million. In contrast, Daner markedly expanded its largest holding, Vanguard Mid-Cap ETF (VO), by 295.7% to 131,587 shares, with a portfolio value around $37.8 million. The firm reduced its stake in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) by 9.5%, selling 23,552 shares and ending with about 225,476 shares valued at $13.6 million. Overall, Daner’s activity shows a strategy of sizable increases in select Dimensional and Vanguard ETFs while trimming exposure to another diversified multifactor fund, reflecting shifts in risk posture and concentration.
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