Straight Path Wealth Management Has $22.83 Million Stock Position in Dimensional Global Core Plus Fixed Income ETF $DFGP

Straight Path Wealth Management raised its stake in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 5.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 410,741 shares of the company’s stock after purchasing an additional 19,464 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF makes up approximately 5.5% of Straight Path Wealth Management’s portfolio, making the stock its 5th largest holding. Straight Path Wealth Management’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $22,825,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Tandem Financial LLC purchased a new position in shares of Dimensional Global Core Plus Fixed Income ETF during the third quarter valued at approximately $1,112,000. Grand Wealth Management LLC raised its stake in Dimensional Global Core Plus Fixed Income ETF by 8.1% during the 3rd quarter. Grand Wealth Management LLC now owns 123,153 shares of the company’s stock valued at $6,844,000 after buying an additional 9,239 shares during the last quarter. Red Lighthouse Investment Management LLC lifted its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 74.1% during the 3rd quarter. Red Lighthouse Investment Management LLC now owns 84,256 shares of the company’s stock valued at $4,682,000 after buying an additional 35,855 shares during the period. Triad Wealth Partners LLC boosted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 13.7% in the 3rd quarter. Triad Wealth Partners LLC now owns 15,452 shares of the company’s stock worth $859,000 after buying an additional 1,867 shares during the last quarter. Finally, Root Financial Partners LLC bought a new stake in shares of Dimensional Global Core Plus Fixed Income ETF in the third quarter worth $48,000.

Dimensional Global Core Plus Fixed Income ETF Trading Up 0.2%

Dimensional Global Core Plus Fixed Income ETF stock opened at $54.43 on Tuesday. Dimensional Global Core Plus Fixed Income ETF has a one year low of $51.92 and a one year high of $56.17. The stock has a fifty day moving average of $54.43 and a 200 day moving average of $54.89.

Dimensional Global Core Plus Fixed Income ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, December 16th were given a $0.6817 dividend. The ex-dividend date was Tuesday, December 16th. This is a boost from Dimensional Global Core Plus Fixed Income ETF’s previous monthly dividend of $0.44. This represents a c) annualized dividend and a yield of 15.0%.

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.