Yardley Wealth Management LLC Boosts Stock Holdings in Dimensional Global ex US Core Fixed Income ETF $DFGX

Yardley Wealth Management LLC lifted its holdings in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 11.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 209,687 shares of the company’s stock after buying an additional 21,655 shares during the quarter. Dimensional Global ex US Core Fixed Income ETF makes up 5.9% of Yardley Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Yardley Wealth Management LLC’s holdings in Dimensional Global ex US Core Fixed Income ETF were worth $11,037,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the company. Werba Rubin Papier Wealth Management increased its holdings in shares of Dimensional Global ex US Core Fixed Income ETF by 3.0% in the 3rd quarter. Werba Rubin Papier Wealth Management now owns 8,883 shares of the company’s stock worth $479,000 after acquiring an additional 259 shares during the period. Stewardship Advisors LLC increased its holdings in shares of Dimensional Global ex US Core Fixed Income ETF by 3.4% in the 4th quarter. Stewardship Advisors LLC now owns 11,048 shares of the company’s stock worth $582,000 after acquiring an additional 359 shares during the period. JPMorgan Chase & Co. acquired a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 3rd quarter worth about $28,000. Concord Wealth Partners increased its holdings in shares of Dimensional Global ex US Core Fixed Income ETF by 38.6% in the 4th quarter. Concord Wealth Partners now owns 2,200 shares of the company’s stock worth $116,000 after acquiring an additional 613 shares during the period. Finally, Smartleaf Asset Management LLC increased its holdings in shares of Dimensional Global ex US Core Fixed Income ETF by 3.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 22,674 shares of the company’s stock worth $1,224,000 after acquiring an additional 654 shares during the period.

Dimensional Global ex US Core Fixed Income ETF Stock Up 0.1%

DFGX stock opened at $52.67 on Friday. Dimensional Global ex US Core Fixed Income ETF has a fifty-two week low of $51.90 and a fifty-two week high of $54.73. The firm’s 50-day simple moving average is $52.67 and its 200 day simple moving average is $53.14.

Dimensional Global ex US Core Fixed Income ETF Company Profile

The Dimensional Global ex US Core Fixed Income ETF (DFGX) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund provides an actively managed exposure to the broad fixed income space outside the US. It holds foreign debt securities, of any credit quality and maturity within 20 years, with the objective of maximizing total returns. DFGX was launched on Nov 7, 2023 and is issued by Dimensional.