Ruedi Wealth Management Inc. Has $53.61 Million Holdings in Dimensional Global Core Plus Fixed Income ETF $DFGP

Ruedi Wealth Management Inc. grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGPFree Report) by 8.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 993,040 shares of the company’s stock after purchasing an additional 74,122 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF makes up approximately 13.8% of Ruedi Wealth Management Inc.’s investment portfolio, making the stock its 2nd largest position. Ruedi Wealth Management Inc.’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $53,614,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in DFGP. Clarity Capital Advisors LLC increased its holdings in Dimensional Global Core Plus Fixed Income ETF by 3.3% during the fourth quarter. Clarity Capital Advisors LLC now owns 6,594 shares of the company’s stock valued at $357,000 after buying an additional 210 shares during the last quarter. Plancorp LLC raised its holdings in Dimensional Global Core Plus Fixed Income ETF by 3.3% in the 4th quarter. Plancorp LLC now owns 8,406 shares of the company’s stock worth $454,000 after purchasing an additional 268 shares during the period. Firethorn Wealth Partners LLC raised its holdings in Dimensional Global Core Plus Fixed Income ETF by 1.2% in the 4th quarter. Firethorn Wealth Partners LLC now owns 35,417 shares of the company’s stock worth $1,915,000 after purchasing an additional 419 shares during the period. Fifth Third Bancorp bought a new stake in Dimensional Global Core Plus Fixed Income ETF during the first quarter valued at about $29,000. Finally, Root Financial Partners LLC raised its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 113.6% in the first quarter. Root Financial Partners LLC now owns 1,034 shares of the company’s stock worth $56,000 after buying an additional 550 shares during the period.

Dimensional Global Core Plus Fixed Income ETF Price Performance

DFGP stock opened at $54.22 on Monday. The business’s 50-day moving average price is $54.42 and its 200-day moving average price is $54.40. Dimensional Global Core Plus Fixed Income ETF has a twelve month low of $53.30 and a twelve month high of $56.17.

Dimensional Global Core Plus Fixed Income ETF Announces Dividend

The company also recently declared a dividend, which was paid on Thursday, June 25th. Shareholders of record on Tuesday, June 23rd were issued a dividend of $0.4145 per share. The ex-dividend date of this dividend was Tuesday, June 23rd.

Dimensional Global Core Plus Fixed Income ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP)

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