Foundations Investment Advisors LLC Boosts Stake in Dimensional Global ex US Core Fixed Income ETF $DFGX

Foundations Investment Advisors LLC raised its position in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 60.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,298 shares of the company’s stock after buying an additional 13,646 shares during the period. Foundations Investment Advisors LLC owned 0.14% of Dimensional Global ex US Core Fixed Income ETF worth $1,911,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter valued at $28,000. AE Wealth Management LLC purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter valued at $63,000. Concord Wealth Partners increased its position in shares of Dimensional Global ex US Core Fixed Income ETF by 38.6% during the 4th quarter. Concord Wealth Partners now owns 2,200 shares of the company’s stock valued at $116,000 after purchasing an additional 613 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 2nd quarter valued at $150,000. Finally, Kane Co Wealth Management Inc. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 4th quarter valued at $201,000.

Dimensional Global ex US Core Fixed Income ETF Stock Performance

Shares of DFGX stock opened at $53.26 on Friday. The company has a 50 day moving average of $52.67 and a 200-day moving average of $53.02. Dimensional Global ex US Core Fixed Income ETF has a 12-month low of $51.90 and a 12-month high of $54.73.

Dimensional Global ex US Core Fixed Income ETF 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.