Dimensional Global Core Plus Fixed Income ETF $DFGP Stock: MilWealth Group LLC Grows Stake

MilWealth Group LLC raised its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 2.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 571,292 shares of the company’s stock after buying an additional 14,759 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF accounts for 6.4% of MilWealth Group LLC’s holdings, making the stock its 7th biggest holding. MilWealth Group LLC’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $29,665,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in DFGP. Forum Financial Management LP lifted its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 4.6% during the third quarter. Forum Financial Management LP now owns 7,124,221 shares of the company’s stock worth $369,932,000 after buying an additional 316,540 shares in the last quarter. Ruedi Wealth Management Inc. grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 8.1% in the first quarter. Ruedi Wealth Management Inc. now owns 993,040 shares of the company’s stock valued at $53,614,000 after acquiring an additional 74,122 shares in the last quarter. Integrity Advisory Solutions LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 2.4% in the third quarter. Integrity Advisory Solutions LLC now owns 938,687 shares of the company’s stock valued at $48,742,000 after acquiring an additional 21,703 shares in the last quarter. Beaird Harris Wealth Management LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 17.5% in the second quarter. Beaird Harris Wealth Management LLC now owns 743,391 shares of the company’s stock valued at $40,485,000 after acquiring an additional 110,692 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its position in Dimensional Global Core Plus Fixed Income ETF by 4.0% during the second quarter. Envestnet Asset Management Inc. now owns 712,638 shares of the company’s stock worth $38,810,000 after acquiring an additional 27,495 shares during the period.

Dimensional Global Core Plus Fixed Income ETF Stock Up 0.1%

NASDAQ:DFGP opened at $53.05 on Friday. Dimensional Global Core Plus Fixed Income ETF has a 52 week low of $51.78 and a 52 week high of $55.38. The firm’s 50-day simple moving average is $52.55 and its 200 day simple moving average is $53.81.

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.

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

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