Dimensional Global Core Plus Fixed Income ETF $DFGP Stock Sold by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors lessened its holdings in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 27.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 230,678 shares of the company’s stock after selling 88,856 shares during the period. Dimensional Global Core Plus Fixed Income ETF makes up approximately 4.0% of Vestia Personal Wealth Advisors’ portfolio, making the stock its 8th biggest holding. Vestia Personal Wealth Advisors owned 0.33% of Dimensional Global Core Plus Fixed Income ETF worth $11,978,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of DFGP. Forum Financial Management LP boosted its stake in Dimensional Global Core Plus Fixed Income ETF by 4.6% in the third quarter. Forum Financial Management LP now owns 7,124,221 shares of the company’s stock valued at $369,932,000 after acquiring an additional 316,540 shares during the last quarter. Maseco LLP boosted its position in Dimensional Global Core Plus Fixed Income ETF by 13.6% during the first quarter. Maseco LLP now owns 3,850,637 shares of the company’s stock worth $207,857,000 after purchasing an additional 462,160 shares during the period. Ruedi Wealth Management Inc. boosted its position in Dimensional Global Core Plus Fixed Income ETF by 8.1% during the first quarter. Ruedi Wealth Management Inc. now owns 993,040 shares of the company’s stock worth $53,614,000 after purchasing an additional 74,122 shares during the period. Penobscot Wealth Management boosted its position in Dimensional Global Core Plus Fixed Income ETF by 5.3% during the first quarter. Penobscot Wealth Management now owns 904,625 shares of the company’s stock worth $48,841,000 after purchasing an additional 45,651 shares during the period. Finally, Beaird Harris Wealth Management LLC increased its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 17.5% in the second quarter. Beaird Harris Wealth Management LLC now owns 743,391 shares of the company’s stock worth $40,485,000 after purchasing an additional 110,692 shares in the last quarter.

Dimensional Global Core Plus Fixed Income ETF Price Performance

NASDAQ DFGP opened at $52.29 on Tuesday. The company’s 50 day moving average is $52.77 and its 200-day moving average is $53.71. Dimensional Global Core Plus Fixed Income ETF has a 12-month low of $51.78 and a 12-month high of $56.14.

Dimensional Global Core Plus Fixed Income ETF Profile

The Dimensional Global Core Plus Fixed Income ETF (DFGP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, seeking to maximize total returns through investments in the global fixed income space. Holdings include debt securities of any credit quality and maturity within 20 years. DFGP was launched on Nov 7, 2023 and is issued by Dimensional.