Dimensional Global Core Plus Fixed Income ETF $DFGP Stake Boosted by Forum Financial Management LP

Forum Financial Management LP lifted its stake in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 4.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,124,221 shares of the company’s stock after buying an additional 316,540 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF comprises 4.8% of Forum Financial Management LP’s portfolio, making the stock its 8th largest position. Forum Financial Management LP owned approximately 0.10% of Dimensional Global Core Plus Fixed Income ETF worth $369,932,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Fifth Third Bancorp purchased a new stake in Dimensional Global Core Plus Fixed Income ETF in the first quarter worth about $29,000. Root Financial Partners LLC grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 113.6% during the 1st quarter. Root Financial Partners LLC now owns 1,034 shares of the company’s stock worth $56,000 after acquiring an additional 550 shares during the period. Ascentis Independent Advisors purchased a new position in shares of Dimensional Global Core Plus Fixed Income ETF during the 1st quarter worth approximately $68,000. Assetmark Inc. purchased a new position in shares of Dimensional Global Core Plus Fixed Income ETF during the 1st quarter worth approximately $97,000. Finally, BankChampaign National Association purchased a new position in shares of Dimensional Global Core Plus Fixed Income ETF during the 1st quarter worth approximately $188,000.

Dimensional Global Core Plus Fixed Income ETF Stock Performance

DFGP opened at $52.51 on Friday. The business has a 50 day moving average of $52.79 and a 200-day moving average of $53.73. Dimensional Global Core Plus Fixed Income ETF has a 52 week low of $51.78 and a 52 week high of $56.14.

About Dimensional Global Core Plus Fixed Income ETF

(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.

See Also

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

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