Meredith Wealth Planning Boosts Stock Holdings in Dimensional Global Core Plus Fixed Income ETF $DFGP

Meredith Wealth Planning lifted its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 42.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132,039 shares of the company’s stock after acquiring an additional 39,238 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF makes up approximately 2.1% of Meredith Wealth Planning’s portfolio, making the stock its 12th largest position. Meredith Wealth Planning’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $7,139,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in DFGP. CW Advisors LLC boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 8.4% during the second quarter. CW Advisors LLC now owns 25,360 shares of the company’s stock worth $1,382,000 after purchasing an additional 1,958 shares during the last quarter. GeoWealth Management LLC grew its position in Dimensional Global Core Plus Fixed Income ETF by 310.7% in the 2nd quarter. GeoWealth Management LLC now owns 157,388 shares of the company’s stock worth $8,576,000 after purchasing an additional 119,064 shares in the last quarter. United Wealth Management LLC increased its stake in Dimensional Global Core Plus Fixed Income ETF by 2.9% in the 2nd quarter. United Wealth Management LLC now owns 346,111 shares of the company’s stock valued at $18,860,000 after buying an additional 9,606 shares during the last quarter. Daner Wealth Management LLC purchased a new stake in Dimensional Global Core Plus Fixed Income ETF in the 2nd quarter valued at about $376,000. Finally, Sei Investments Co. bought a new position in shares of Dimensional Global Core Plus Fixed Income ETF during the 2nd quarter worth approximately $396,000.

Dimensional Global Core Plus Fixed Income ETF Stock Performance

Shares of NASDAQ DFGP opened at $54.08 on Thursday. Dimensional Global Core Plus Fixed Income ETF has a twelve month low of $51.92 and a twelve month high of $56.17. The stock’s 50 day moving average price is $54.45 and its 200-day moving average price is $54.79.

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.