Forum Financial Management LP Has $278.36 Million Stake in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP)

Forum Financial Management LP trimmed its position in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,268,878 shares of the company’s stock after selling 32,885 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF accounts for 4.7% of Forum Financial Management LP’s portfolio, making the stock its 7th largest position. Forum Financial Management LP owned approximately 22.91% of Dimensional Global Core Plus Fixed Income ETF worth $278,355,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. EverSource Wealth Advisors LLC acquired a new position in Dimensional Global Core Plus Fixed Income ETF during the fourth quarter worth $39,000. Kestra Investment Management LLC bought a new stake in shares of Dimensional Global Core Plus Fixed Income ETF in the fourth quarter valued at about $56,000. Coston McIsaac & Partners increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 177.6% during the fourth quarter. Coston McIsaac & Partners now owns 1,760 shares of the company’s stock worth $92,000 after purchasing an additional 1,126 shares during the period. Concord Wealth Partners acquired a new position in Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at $188,000. Finally, Savvy Advisors Inc. acquired a new position in Dimensional Global Core Plus Fixed Income ETF in the fourth quarter valued at about $201,000.

Dimensional Global Core Plus Fixed Income ETF Price Performance

DFGP stock opened at $53.15 on Friday. The company’s 50-day moving average price is $53.27 and its two-hundred day moving average price is $53.55. Dimensional Global Core Plus Fixed Income ETF has a 12 month low of $51.86 and a 12 month high of $55.46.

Dimensional Global Core Plus Fixed Income ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Thursday, March 27th. Stockholders of record on Tuesday, March 25th were paid a $0.0314 dividend. This represents a $0.38 dividend on an annualized basis and a dividend yield of 0.71%. The ex-dividend date of this dividend was Tuesday, March 25th.

Dimensional Global Core Plus Fixed Income ETF Company Profile

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.