Dimensional Global Core Plus Fixed Income ETF $DFGP is Bridge Generations Wealth Management LLC’s 7th Largest Position

Bridge Generations Wealth Management LLC reduced its stake in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 5.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,479 shares of the company’s stock after selling 8,769 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF comprises approximately 5.2% of Bridge Generations Wealth Management LLC’s holdings, making the stock its 7th largest position. Bridge Generations Wealth Management LLC owned about 0.52% of Dimensional Global Core Plus Fixed Income ETF worth $8,636,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in DFGP. Meredith Wealth Planning grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 0.4% in the first quarter. Meredith Wealth Planning now owns 64,248 shares of the company’s stock valued at $3,433,000 after purchasing an additional 259 shares in the last quarter. Lane & Associates LLC grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 3.7% in the first quarter. Lane & Associates LLC now owns 7,728 shares of the company’s stock valued at $413,000 after purchasing an additional 275 shares in the last quarter. Physician Wealth Advisors Inc. grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 148.4% in the second quarter. Physician Wealth Advisors Inc. now owns 862 shares of the company’s stock valued at $47,000 after purchasing an additional 515 shares in the last quarter. Helen Stephens Group LLC grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 14.6% in the first quarter. Helen Stephens Group LLC now owns 4,494 shares of the company’s stock valued at $240,000 after purchasing an additional 572 shares in the last quarter. Finally, Faithward Advisors LLC grew its holdings in shares of Dimensional Global Core Plus Fixed Income ETF by 8.7% in the first quarter. Faithward Advisors LLC now owns 7,250 shares of the company’s stock valued at $387,000 after purchasing an additional 582 shares in the last quarter.

Dimensional Global Core Plus Fixed Income ETF Price Performance

DFGP stock opened at $55.57 on Wednesday. The firm has a fifty day moving average price of $55.03 and a 200 day moving average price of $54.11. Dimensional Global Core Plus Fixed Income ETF has a fifty-two week low of $51.92 and a fifty-two week high of $55.82.

About Dimensional Global Core Plus Fixed Income ETF

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.