Guardian Wealth Management LLC Grows Position in Dimensional Global ex US Core Fixed Income ETF $DFGX

Guardian Wealth Management LLC increased its stake in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 14.8% during the first quarter, according to its most recent filing with the SEC. The fund owned 448,370 shares of the company’s stock after buying an additional 57,822 shares during the quarter. Dimensional Global ex US Core Fixed Income ETF accounts for approximately 7.1% of Guardian Wealth Management LLC’s portfolio, making the stock its 5th largest holding. Guardian Wealth Management LLC owned 1.56% of Dimensional Global ex US Core Fixed Income ETF worth $23,517,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Elser Financial Planning Inc purchased a new position in Dimensional Global ex US Core Fixed Income ETF in the fourth quarter valued at about $33,434,000. Apella Capital LLC grew its position in shares of Dimensional Global ex US Core Fixed Income ETF by 15.9% during the 4th quarter. Apella Capital LLC now owns 1,935,630 shares of the company’s stock valued at $101,882,000 after acquiring an additional 265,446 shares during the period. Alpha Financial Advisors LLC increased its stake in shares of Dimensional Global ex US Core Fixed Income ETF by 4.1% during the 3rd quarter. Alpha Financial Advisors LLC now owns 601,616 shares of the company’s stock worth $32,463,000 after purchasing an additional 23,783 shares during the last quarter. Verisail Partners LLC increased its stake in shares of Dimensional Global ex US Core Fixed Income ETF by 7.0% during the 4th quarter. Verisail Partners LLC now owns 416,981 shares of the company’s stock worth $21,948,000 after purchasing an additional 27,300 shares during the last quarter. Finally, Oakwell Private Wealth Management LLC purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter worth approximately $14,128,000.

Dimensional Global ex US Core Fixed Income ETF Price Performance

NASDAQ:DFGX opened at $53.71 on Monday. Dimensional Global ex US Core Fixed Income ETF has a 12 month low of $51.90 and a 12 month high of $54.73. The firm’s 50 day moving average is $53.00 and its 200 day moving average is $52.94.

About Dimensional Global ex US Core Fixed Income ETF

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.