Schwallier Wealth Management LLC Takes Position in Dimensional Global ex US Core Fixed Income ETF $DFGX

Schwallier Wealth Management LLC purchased a new position in shares of Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 72,026 shares of the company’s stock, valued at approximately $3,778,000. Dimensional Global ex US Core Fixed Income ETF makes up approximately 2.8% of Schwallier Wealth Management LLC’s holdings, making the stock its 9th biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. acquired a new position in Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter worth $28,000. Royal Bank of Canada bought a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 4th quarter worth about $38,000. Coston McIsaac & Partners raised its stake in shares of Dimensional Global ex US Core Fixed Income ETF by 348.5% in the 1st quarter. Coston McIsaac & Partners now owns 758 shares of the company’s stock valued at $39,000 after purchasing an additional 589 shares in the last quarter. Topsail Wealth Management LLC acquired a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 1st quarter valued at about $44,000. Finally, Concord Wealth Partners lifted its position in shares of Dimensional Global ex US Core Fixed Income ETF by 38.6% during the fourth quarter. Concord Wealth Partners now owns 2,200 shares of the company’s stock worth $116,000 after purchasing an additional 613 shares during the last quarter.

Dimensional Global ex US Core Fixed Income ETF Trading Up 0.1%

NASDAQ:DFGX opened at $53.21 on Thursday. Dimensional Global ex US Core Fixed Income ETF has a one year low of $51.90 and a one year high of $54.73. The stock has a 50-day simple moving average of $53.15 and a 200 day simple moving average of $52.97.

Dimensional Global ex US Core Fixed Income ETF Company Profile

The Dimensional Global ex US Core Fixed Income ETF (DFGX) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund provides an actively managed exposure to the broad fixed income space outside the US. It holds foreign debt securities, of any credit quality and maturity within 20 years, with the objective of maximizing total returns. DFGX was launched on Nov 7, 2023 and is issued by Dimensional.