Penobscot Wealth Management Grows Stake in Dimensional Global Core Plus Fixed Income ETF $DFGP

Penobscot Wealth Management increased its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 11.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 807,488 shares of the company’s stock after buying an additional 79,779 shares during the period. Dimensional Global Core Plus Fixed Income ETF accounts for approximately 14.4% of Penobscot Wealth Management’s investment portfolio, making the stock its 2nd biggest holding. Penobscot Wealth Management owned about 2.25% of Dimensional Global Core Plus Fixed Income ETF worth $44,872,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in DFGP. Forum Financial Management LP raised its stake in Dimensional Global Core Plus Fixed Income ETF by 2.4% during the 3rd quarter. Forum Financial Management LP now owns 6,041,452 shares of the company’s stock worth $335,723,000 after buying an additional 139,155 shares during the period. von Borstel & Associates Inc. grew its stake in Dimensional Global Core Plus Fixed Income ETF by 7.8% in the third quarter. von Borstel & Associates Inc. now owns 1,342,063 shares of the company’s stock valued at $74,088,000 after acquiring an additional 97,269 shares during the period. Curio Wealth LLC increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 9.0% during the third quarter. Curio Wealth LLC now owns 626,726 shares of the company’s stock valued at $34,827,000 after acquiring an additional 51,632 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 12.1% during the third quarter. Envestnet Asset Management Inc. now owns 607,945 shares of the company’s stock valued at $33,783,000 after acquiring an additional 65,743 shares in the last quarter. Finally, Integrity Advisory Solutions LLC acquired a new position in shares of Dimensional Global Core Plus Fixed Income ETF during the third quarter worth approximately $33,612,000.

Dimensional Global Core Plus Fixed Income ETF Trading Up 0.3%

Shares of DFGP opened at $54.24 on Wednesday. Dimensional Global Core Plus Fixed Income ETF has a 12-month low of $51.92 and a 12-month high of $56.17. The business’s fifty day moving average is $54.57 and its 200 day moving average is $54.90.

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.