Wealthcare Advisory Partners LLC Has $2.40 Million Stock Holdings in Dimensional Global Core Plus Fixed Income ETF $DFGP

Wealthcare Advisory Partners LLC boosted its holdings in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 94.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 43,108 shares of the company’s stock after acquiring an additional 20,962 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $2,396,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Forum Financial Management LP boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 2.4% in the third quarter. Forum Financial Management LP now owns 6,041,452 shares of the company’s stock worth $335,723,000 after purchasing an additional 139,155 shares in the last quarter. Vestmark Advisory Solutions Inc. boosted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 125.1% during the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 1,409,084 shares of the company’s stock worth $76,781,000 after acquiring an additional 783,133 shares in the last quarter. Penobscot Wealth Management increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 8.2% during the 2nd quarter. Penobscot Wealth Management now owns 727,709 shares of the company’s stock valued at $39,653,000 after acquiring an additional 54,884 shares during the last quarter. AE Wealth Management LLC raised its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 15.6% in the 2nd quarter. AE Wealth Management LLC now owns 629,014 shares of the company’s stock valued at $34,275,000 after acquiring an additional 85,061 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 12.1% in the 3rd 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.

Dimensional Global Core Plus Fixed Income ETF Stock Down 0.0%

Shares of Dimensional Global Core Plus Fixed Income ETF stock opened at $54.96 on Thursday. Dimensional Global Core Plus Fixed Income ETF has a 12-month low of $51.92 and a 12-month high of $56.17. The stock has a 50 day moving average price of $54.39 and a two-hundred day moving average price of $54.93.

Dimensional Global Core Plus Fixed Income ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, December 16th were given a $0.6817 dividend. This is an increase from Dimensional Global Core Plus Fixed Income ETF’s previous monthly dividend of $0.44. This represents a c) annualized dividend and a dividend yield of 14.9%. The ex-dividend date of this dividend was Tuesday, December 16th.

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. DFGP was launched on Nov 7, 2023 and is issued by Dimensional.