Dimensional Global Core Plus Fixed Income ETF $DFGP is Grand Wealth Management LLC’s 6th Largest Position

Grand Wealth Management LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 27.2% in the fourth quarter, Holdings Channel reports. The firm owned 156,694 shares of the company’s stock after acquiring an additional 33,541 shares during the period. Dimensional Global Core Plus Fixed Income ETF accounts for approximately 3.8% of Grand Wealth Management LLC’s holdings, making the stock its 6th largest position. Grand Wealth Management LLC’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $8,472,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in DFGP. Sei Investments Co. purchased a new stake in shares of Dimensional Global Core Plus Fixed Income ETF during the second quarter valued at $396,000. Bank of America Corp DE boosted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 9.8% during the second quarter. Bank of America Corp DE now owns 522,105 shares of the company’s stock valued at $28,450,000 after purchasing an additional 46,728 shares during the period. Great Valley Advisor Group Inc. boosted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 76.0% during the second quarter. Great Valley Advisor Group Inc. now owns 23,156 shares of the company’s stock valued at $1,262,000 after purchasing an additional 9,996 shares during the period. MML Investors Services LLC purchased a new stake in shares of Dimensional Global Core Plus Fixed Income ETF during the second quarter valued at $1,484,000. Finally, Orion Porfolio Solutions LLC boosted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 17.0% during the second quarter. Orion Porfolio Solutions LLC now owns 5,920 shares of the company’s stock valued at $323,000 after purchasing an additional 861 shares during the period.

Dimensional Global Core Plus Fixed Income ETF Price Performance

Shares of DFGP opened at $54.42 on Friday. Dimensional Global Core Plus Fixed Income ETF has a 12-month low of $52.83 and a 12-month high of $56.17. The firm has a fifty day moving average price of $54.42 and a 200-day moving average price of $54.70.

Dimensional Global Core Plus Fixed Income ETF 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. DFGP was launched on Nov 7, 2023 and is issued by Dimensional.