Modera Wealth Management LLC Makes New $7.98 Million Investment in Dimensional Global Core Plus Fixed Income ETF $DFGP

Modera Wealth Management LLC acquired a new position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) during the third quarter, according to the company in its most recent filing with the SEC. The fund acquired 153,746 shares of the company’s stock, valued at approximately $7,983,000. Modera Wealth Management LLC owned approximately 0.22% of Dimensional Global Core Plus Fixed Income ETF at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vested Financial Planning LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 1.3% during the second quarter. Vested Financial Planning LLC now owns 17,388 shares of the company’s stock valued at $947,000 after acquiring an additional 223 shares in the last quarter. Foster Group Inc. lifted its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 1.1% in the second quarter. Foster Group Inc. now owns 46,605 shares of the company’s stock worth $2,538,000 after acquiring an additional 515 shares in the last quarter. Fifth Third Bancorp purchased a new position in Dimensional Global Core Plus Fixed Income ETF in the first quarter valued at about $29,000. XY Planning Network Inc. boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 1.5% in the second quarter. XY Planning Network Inc. now owns 37,557 shares of the company’s stock valued at $2,045,000 after purchasing an additional 543 shares during the last quarter. Finally, Root Financial Partners LLC grew its stake in Dimensional Global Core Plus Fixed Income ETF by 113.6% during the 1st quarter. Root Financial Partners LLC now owns 1,034 shares of the company’s stock valued at $56,000 after purchasing an additional 550 shares in the last quarter.

Dimensional Global Core Plus Fixed Income ETF Stock Performance

DFGP stock opened at $52.70 on Friday. Dimensional Global Core Plus Fixed Income ETF has a 52-week low of $51.78 and a 52-week high of $55.40. The stock’s 50 day moving average is $52.60 and its two-hundred day moving average is $53.84.

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.