Meredith Wealth Planning Buys 39,238 Shares of Dimensional Global Core Plus Fixed Income ETF $DFGP

Meredith Wealth Planning increased its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 42.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,039 shares of the company’s stock after buying an additional 39,238 shares during the period. Dimensional Global Core Plus Fixed Income ETF accounts for approximately 2.1% of Meredith Wealth Planning’s investment portfolio, making the stock its 12th biggest holding. Meredith Wealth Planning owned about 0.33% of Dimensional Global Core Plus Fixed Income ETF worth $7,139,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Forum Financial Management LP boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 2.4% in the third quarter. Forum Financial Management LP now owns 6,041,452 shares of the company’s stock worth $335,723,000 after acquiring an additional 139,155 shares in the last quarter. von Borstel & Associates Inc. grew its stake in Dimensional Global Core Plus Fixed Income ETF by 7.8% in the third quarter. von Borstel & Associates Inc. now owns 1,342,063 shares of the company’s stock valued at $74,088,000 after acquiring an additional 97,269 shares during the period. Penobscot Wealth Management increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 11.0% during the third quarter. Penobscot Wealth Management now owns 807,488 shares of the company’s stock valued at $44,872,000 after acquiring an additional 79,779 shares in the last quarter. Curio Wealth LLC increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 9.0% during the third quarter. Curio Wealth LLC now owns 626,726 shares of the company’s stock valued at $34,827,000 after acquiring an additional 51,632 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its position in shares of Dimensional Global Core Plus Fixed Income ETF by 12.1% during the third quarter. Envestnet Asset Management Inc. now owns 607,945 shares of the company’s stock worth $33,783,000 after purchasing an additional 65,743 shares during the period.

Dimensional Global Core Plus Fixed Income ETF Stock Up 0.2%

Shares of NASDAQ:DFGP opened at $54.08 on Thursday. Dimensional Global Core Plus Fixed Income ETF has a twelve month low of $51.92 and a twelve month high of $56.17. The stock’s 50 day moving average is $54.45 and its 200-day moving average is $54.79.

Dimensional Global Core Plus Fixed Income ETF Company 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.