Dimensional Global ex US Core Fixed Income ETF $DFGX is Planning Center Inc.’s 4th Largest Position

Planning Center Inc. increased its holdings in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 12.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,475,798 shares of the company’s stock after acquiring an additional 161,746 shares during the period. Dimensional Global ex US Core Fixed Income ETF comprises about 7.9% of Planning Center Inc.’s holdings, making the stock its 4th largest holding. Planning Center Inc. owned approximately 5.57% of Dimensional Global ex US Core Fixed Income ETF worth $77,679,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Elser Financial Planning Inc bought a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 4th quarter worth approximately $33,434,000. EverSource Wealth Advisors LLC lifted its stake in shares of Dimensional Global ex US Core Fixed Income ETF by 81.0% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 52,082 shares of the company’s stock valued at $2,810,000 after purchasing an additional 23,309 shares during the period. Alpha Financial Advisors LLC lifted its stake in shares of Dimensional Global ex US Core Fixed Income ETF by 4.1% in the 3rd quarter. Alpha Financial Advisors LLC now owns 601,616 shares of the company’s stock valued at $32,463,000 after purchasing an additional 23,783 shares during the period. Apella Capital LLC boosted its holdings in Dimensional Global ex US Core Fixed Income ETF by 15.9% in the fourth quarter. Apella Capital LLC now owns 1,935,630 shares of the company’s stock worth $101,882,000 after acquiring an additional 265,446 shares in the last quarter. Finally, HighTower Advisors LLC boosted its holdings in Dimensional Global ex US Core Fixed Income ETF by 4.8% in the third quarter. HighTower Advisors LLC now owns 425,841 shares of the company’s stock worth $22,979,000 after acquiring an additional 19,450 shares in the last quarter.

Dimensional Global ex US Core Fixed Income ETF Stock Performance

DFGX stock opened at $52.66 on Friday. Dimensional Global ex US Core Fixed Income ETF has a 1-year low of $51.90 and a 1-year high of $54.73. The business has a fifty day moving average price of $52.81 and a 200-day moving average price of $53.26.

Dimensional Global ex US Core Fixed Income ETF 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.