XY Planning Network Inc. Has $1.93 Million Stock Position in Dimensional Global Core Plus Fixed Income ETF $DFGP

XY Planning Network Inc. raised its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 41.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,768 shares of the company’s stock after acquiring an additional 10,504 shares during the period. XY Planning Network Inc. owned about 0.09% of Dimensional Global Core Plus Fixed Income ETF worth $1,934,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in DFGP. Root Financial Partners LLC acquired a new position in shares of Dimensional Global Core Plus Fixed Income ETF in the 3rd quarter worth approximately $48,000. Private Wealth Management Group LLC raised its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 134.0% in the 3rd quarter. Private Wealth Management Group LLC now owns 2,083 shares of the company’s stock worth $116,000 after buying an additional 1,193 shares in the last quarter. Victory Financial Group LLC acquired a new position in shares of Dimensional Global Core Plus Fixed Income ETF in the 4th quarter worth approximately $226,000. Index Fund Advisors Inc. raised its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 8.0% in the 3rd quarter. Index Fund Advisors Inc. now owns 4,354 shares of the company’s stock worth $242,000 after buying an additional 322 shares in the last quarter. Finally, Werba Rubin Papier Wealth Management acquired a new position in shares of Dimensional Global Core Plus Fixed Income ETF in the 3rd quarter worth approximately $248,000.

Dimensional Global Core Plus Fixed Income ETF Price Performance

Shares of DFGP opened at $54.51 on Thursday. Dimensional Global Core Plus Fixed Income ETF has a 1 year low of $52.83 and a 1 year high of $56.17. The stock has a 50 day simple moving average of $54.42 and a 200-day simple moving average of $54.71.

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.