Dimensional Global ex US Core Fixed Income ETF $DFGX Holdings Increased by Oakwell Private Wealth Management LLC

Oakwell Private Wealth Management LLC grew its holdings in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 305,039 shares of the company’s stock after purchasing an additional 12,045 shares during the period. Dimensional Global ex US Core Fixed Income ETF comprises about 2.9% of Oakwell Private Wealth Management LLC’s investment portfolio, making the stock its 8th biggest holding. Oakwell Private Wealth Management LLC owned 1.06% of Dimensional Global ex US Core Fixed Income ETF worth $15,999,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Simplicity Wealth LLC boosted its position in shares of Dimensional Global ex US Core Fixed Income ETF by 4.9% during the first quarter. Simplicity Wealth LLC now owns 46,836 shares of the company’s stock valued at $2,457,000 after buying an additional 2,176 shares during the last quarter. Torren Management LLC increased its holdings in Dimensional Global ex US Core Fixed Income ETF by 5.5% in the 1st quarter. Torren Management LLC now owns 117,165 shares of the company’s stock worth $6,145,000 after buying an additional 6,110 shares in the last quarter. Hassell Wealth Management LLC purchased a new position in Dimensional Global ex US Core Fixed Income ETF in the 1st quarter worth about $867,000. Silver Oak Wealth Advisors Services LLC raised its position in Dimensional Global ex US Core Fixed Income ETF by 7.9% in the 1st quarter. Silver Oak Wealth Advisors Services LLC now owns 91,654 shares of the company’s stock worth $4,807,000 after buying an additional 6,713 shares during the last quarter. Finally, Planning Center Inc. lifted its stake in Dimensional Global ex US Core Fixed Income ETF by 5.2% during the 1st quarter. Planning Center Inc. now owns 1,552,569 shares of the company’s stock valued at $81,433,000 after acquiring an additional 76,771 shares during the period.

Dimensional Global ex US Core Fixed Income ETF Stock Performance

Shares of NASDAQ DFGX traded up $0.13 during trading on Friday, reaching $53.26. 96,818 shares of the company traded hands, compared to its average volume of 134,539. The firm has a 50 day simple moving average of $53.12 and a 200-day simple moving average of $52.96. Dimensional Global ex US Core Fixed Income ETF has a 52-week low of $51.90 and a 52-week high of $54.73.

About Dimensional Global ex US Core Fixed Income ETF

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.