Dimensional Global Core Plus Fixed Income ETF $DFGP is Straight Path Wealth Management’s 5th Largest Position

Straight Path Wealth Management boosted its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 5.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 410,741 shares of the company’s stock after purchasing an additional 19,464 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF comprises 5.5% of Straight Path Wealth Management’s investment portfolio, making the stock its 5th biggest position. Straight Path Wealth Management owned about 1.14% of Dimensional Global Core Plus Fixed Income ETF worth $22,825,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Forum Financial Management LP raised its position in Dimensional Global Core Plus Fixed Income ETF by 2.4% in the 3rd quarter. Forum Financial Management LP now owns 6,041,452 shares of the company’s stock worth $335,723,000 after purchasing an additional 139,155 shares during the period. Vestmark Advisory Solutions Inc. increased its position in shares of Dimensional Global Core Plus Fixed Income ETF by 125.1% during the second quarter. Vestmark Advisory Solutions Inc. now owns 1,409,084 shares of the company’s stock valued at $76,781,000 after buying an additional 783,133 shares during the period. Ruedi Wealth Management Inc. lifted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 4.4% in the 2nd quarter. Ruedi Wealth Management Inc. now owns 821,156 shares of the company’s stock valued at $44,745,000 after purchasing an additional 34,893 shares during the period. Penobscot Wealth Management lifted its position in Dimensional Global Core Plus Fixed Income ETF by 8.2% during the second quarter. Penobscot Wealth Management now owns 727,709 shares of the company’s stock valued at $39,653,000 after buying an additional 54,884 shares during the period. Finally, AE Wealth Management LLC grew its holdings in Dimensional Global Core Plus Fixed Income ETF by 15.6% in the second quarter. AE Wealth Management LLC now owns 629,014 shares of the company’s stock worth $34,275,000 after purchasing an additional 85,061 shares during the period.

Dimensional Global Core Plus Fixed Income ETF Trading Up 0.2%

Shares of Dimensional Global Core Plus Fixed Income ETF stock opened at $54.43 on Tuesday. Dimensional Global Core Plus Fixed Income ETF has a 1 year low of $51.92 and a 1 year high of $56.17. The firm’s 50-day moving average is $54.43 and its 200 day moving average is $54.89.

Dimensional Global Core Plus Fixed Income ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, December 18th. Investors of record on Tuesday, December 16th were issued a $0.6817 dividend. This represents a c) dividend on an annualized basis and a yield of 15.0%. The ex-dividend date was Tuesday, December 16th. This is an increase from Dimensional Global Core Plus Fixed Income ETF’s previous monthly dividend of $0.44.

About Dimensional Global Core Plus Fixed Income ETF

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.