Straight Path Wealth Management Raises Stock Position in Dimensional Global Core Plus Fixed Income ETF $DFGP

Straight Path Wealth Management raised its holdings in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 5.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 517,408 shares of the company’s stock after acquiring an additional 28,509 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF comprises approximately 6.6% of Straight Path Wealth Management’s holdings, making the stock its 4th largest position. Straight Path Wealth Management’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $28,178,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in DFGP. Savant Capital LLC increased its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 636.4% during the 4th quarter. Savant Capital LLC now owns 135,030 shares of the company’s stock worth $7,301,000 after purchasing an additional 116,693 shares during the last quarter. Kane Co Wealth Management Inc. acquired a new stake in shares of Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at $1,207,000. Integrity Alliance LLC. lifted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 28.5% in the 4th quarter. Integrity Alliance LLC. now owns 566,175 shares of the company’s stock valued at $30,613,000 after purchasing an additional 125,601 shares during the last quarter. TruNorth Capital Management LLC boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 12.1% in the fourth quarter. TruNorth Capital Management LLC now owns 270,401 shares of the company’s stock worth $14,621,000 after purchasing an additional 29,102 shares in the last quarter. Finally, Gradient Capital Advisors LLC boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 94.3% in the fourth quarter. Gradient Capital Advisors LLC now owns 164,336 shares of the company’s stock worth $8,886,000 after purchasing an additional 79,779 shares in the last quarter.

Dimensional Global Core Plus Fixed Income ETF Price Performance

Dimensional Global Core Plus Fixed Income ETF stock opened at $53.19 on Monday. Dimensional Global Core Plus Fixed Income ETF has a one year low of $53.00 and a one year high of $56.17. The company’s fifty day moving average price is $53.67 and its two-hundred day moving average price is $54.15.

About Dimensional Global Core Plus Fixed Income ETF

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.