Wealth Advisors Northwest LLC Grows Stock Holdings in Dimensional Global Core Plus Fixed Income ETF $DFGP

Wealth Advisors Northwest LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 26.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 294,929 shares of the company’s stock after acquiring an additional 62,291 shares during the period. Dimensional Global Core Plus Fixed Income ETF accounts for 7.1% of Wealth Advisors Northwest LLC’s holdings, making the stock its 4th largest position. Wealth Advisors Northwest LLC owned about 0.74% of Dimensional Global Core Plus Fixed Income ETF worth $15,947,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in DFGP. Gradient Capital Advisors LLC boosted its position in shares of Dimensional Global Core Plus Fixed Income ETF by 559.4% in the third quarter. Gradient Capital Advisors LLC now owns 84,557 shares of the company’s stock valued at $4,699,000 after acquiring an additional 71,733 shares during the period. United Wealth Management LLC raised 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 worth $18,860,000 after purchasing an additional 9,606 shares in the last quarter. Applied Capital LLC boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 17.6% in the 3rd quarter. Applied Capital LLC now owns 68,375 shares of the company’s stock valued at $3,800,000 after purchasing an additional 10,238 shares during the period. Focus Partners Advisor Solutions LLC bought a new stake in Dimensional Global Core Plus Fixed Income ETF in the 3rd quarter valued at about $698,000. Finally, Meredith Wealth Planning grew its position in shares of Dimensional Global Core Plus Fixed Income ETF by 29.8% during the 3rd quarter. Meredith Wealth Planning now owns 92,801 shares of the company’s stock worth $5,157,000 after purchasing an additional 21,331 shares in the last quarter.

Dimensional Global Core Plus Fixed Income ETF Stock Up 0.2%

Shares of DFGP opened at $54.08 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 firm’s 50 day moving average is $54.45 and its 200-day moving average is $54.79.

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.